Rockbridge Investment Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Rockbridge Investment Management’s Portfolio USHY Stock Details USHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-82	Closed	-$2.98K	–	595
2023 Q4	$2.98K	Buy	+82	New	+$2.88K	﹤0.01%	520
2022 Q3	–	Sell	-87	Closed	-$3.01K	–	563
2022 Q2	$3.01K	Hold	87	–	–	﹤0.01%	507
2022 Q1	$3.37K	Buy	87 +14	+19%	+$553	﹤0.01%	662
2021 Q4	$3K	Buy	73 +2	+3%	+$82	﹤0.01%	706
2021 Q3	$3K	Buy	71 +4	+6%	+$166	﹤0.01%	654
2021 Q2	$3K	Buy	67 +55	+458%	+$2.27K	﹤0.01%	655
2021 Q1	$0	Hold	12	–	–	﹤0.01%	763
2020 Q4	$0	Buy	+12	New	+$484	﹤0.01%	709

Other funds holding USHY

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Rockbridge Investment Management's USHY Position: Q1 2024 in Review

Rockbridge Investment Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2024, closing a stake of 82 shares — an estimated $2.98K sold.

Rockbridge Investment Management first reported a position in USHY in Q4 2020 and held it in 8 quarters. The position peaked at $3.37K in Q1 2022. 453 funds tracked by Wall St. Rank hold USHY as of Q1 2024.

Rockbridge Investment Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 82 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2024, an estimated $2.98K.
Rockbridge Investment Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
Rockbridge Investment Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $3.37K in Q1 2022.
453 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.