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Sax Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Sax Wealth Advisors’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
Q2 		– Sell
-20,005
Closed -$732K – 283
2024
Q1 		$732K Sell
20,005
-5,726
-22% -$208K 0.09% 90
2023
Q4 		$935K Sell
25,731
-3,201
-11% -$112K 0.15% 75
2023
Q3 		$1M Sell
28,932
-1,452
-5% -$51K 0.2% 69
2023
Q2 		$1.07M Sell
30,384
-1,548
-5% -$54.3K 0.21% 62
2023
Q1 		$1.14M Buy
31,932
+1,314
+4% +$46.2K 0.25% 60
2022
Q4 		$1.06M Buy
30,618
+1,311
+4% +$45.3K 0.24% 59
2022
Q3 		$985K Sell
29,307
-3,107
-10% -$110K 0.25% 60
2022
Q2 		$1.12M Buy
32,414
+29
+0.1% +$1.06K 0.29% 58
2022
Q1 		$1.26M Buy
32,385
+645
+2% +$25.5K 0.3% 48
2021
Q4 		$1.31M Buy
31,740
+15,079
+91% +$620K 0.27% 56
2021
Q3 		$691K Buy
16,661
+6,938
+71% +$288K 0.16% 82
2021
Q2 		$406K Buy
+9,723
New +$402K 0.14% 105

Other funds holding USHY

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PP
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Sax Wealth Advisors's USHY Position: Q2 2024 in Review

Sax Wealth Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2024, closing a stake of 20,005 shares — an estimated $732K sold.

Sax Wealth Advisors first reported a position in USHY in Q2 2021 and held it in 12 quarters. The position peaked at $1.31M in Q4 2021. 470 funds tracked by Wall St. Rank hold USHY as of Q2 2024.

  • Sax Wealth Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Sax Wealth Advisors sold 20,005 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2024, an estimated $732K.
  • Sax Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2021 and held it in 12 quarters.
  • Sax Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.31M in Q4 2021.
  • 470 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2024.

Based on Sax Wealth Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.