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Sheets Smith Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Sheets Smith Wealth 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
2023
Q4 		– Sell
-100
Closed -$3.47K – 488
2023
Q3 		$3.47K Buy
+100
New +$3.51K ﹤0.01% 467

Other funds holding USHY

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $5.29B AUM 8.96% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

Sheets Smith Wealth Management's USHY Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2023, closing a stake of 100 shares — an estimated $3.47K sold.

Sheets Smith Wealth Management first reported a position in USHY in Q3 2023 and held it in 1 quarter. The position peaked at $3.47K in Q3 2023. 449 funds tracked by Wall St. Rank hold USHY as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 100 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2023, an estimated $3.47K.
  • Sheets Smith Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $3.47K in Q3 2023.
  • 449 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.