Sargent Bickham Lagudis’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Sargent Bickham Lagudis’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
2022 Q2	–	Sell	-177	Closed	-$7K	–	1134
2022 Q1	$7K	Hold	177	–	–	﹤0.01%	760
2021 Q4	$7K	Hold	177	–	–	﹤0.01%	764
2021 Q3	$7K	Hold	177	–	–	﹤0.01%	777
2021 Q2	$7K	Buy	+177	New	+$7.31K	﹤0.01%	771
2020 Q1	–	Sell	-12	Closed	–	–	924
2019 Q4	$0	Buy	+12	New	+$489	﹤0.01%	883

Other funds holding USHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Sargent Bickham Lagudis's USHY Position: Q2 2022 in Review

Sargent Bickham Lagudis sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2022, closing a stake of 177 shares — an estimated $7K sold.

Sargent Bickham Lagudis first reported a position in USHY in Q4 2019 and held it in 5 quarters. The position peaked at $7K in Q1 2022. 349 funds tracked by Wall St. Rank hold USHY as of Q2 2022.

Sargent Bickham Lagudis reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 177 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2022, an estimated $7K.
Sargent Bickham Lagudis first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2019 and held it in 5 quarters.
Sargent Bickham Lagudis's iShares Broad USD High Yield Corporate Bond ETF position peaked at $7K in Q1 2022.
349 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2022, filed 13 Jul 2022.