Simplex Trading
USHY icon

Simplex Trading’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Simplex Trading’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
Q4 		– Sell
-187
Closed -$7K – 9696
2024
Q3 		$7K Buy
+187
New +$6.91K ﹤0.01% 7467
2024
Q2 		– Sell
-7
Closed – – 9891
2024
Q1 		$0 Buy
+7
New +$254 ﹤0.01% 9968
2023
Q4 		– Sell
-7,833
Closed -$271K – 9888
2023
Q3 		$271K Buy
7,833
+1,461
+23% +$51.3K ﹤0.01% 4036
2023
Q2 		$224K Buy
6,372
+6,320
+12,154% +$222K ﹤0.01% 4177
2023
Q1 		$1K Buy
+52
New +$1.83K ﹤0.01% 8785
2022
Q4 		– Sell
-1,572
Closed -$52K – 10509
2022
Q3 		$52K Buy
+1,572
New +$55.9K ﹤0.01% 6410
2021
Q4 		– Sell
-90
Closed -$3K – 11492
2021
Q3 		$3K Hold
90
– – ﹤0.01% 9468
2021
Q2 		$3K Buy
+90
New +$3.72K ﹤0.01% 9652
2020
Q2 		– Sell
-171
Closed -$6K – 8415
2020
Q1 		$6K Buy
+171
New +$6.76K ﹤0.01% 6777
2019
Q4 		– Sell
-200
Closed -$8K – 8013
2019
Q3 		$8K Buy
+200
New +$8.16K ﹤0.01% 6392

Other funds holding USHY

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Simplex Trading's USHY Position: Q4 2024 in Review

Simplex Trading sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2024, closing a stake of 187 shares — an estimated $7K sold.

Simplex Trading first reported a position in USHY in Q3 2019 and held it in 10 quarters. The position peaked at $271K in Q3 2023. 547 funds tracked by Wall St. Rank hold USHY as of Q4 2024.

  • Simplex Trading reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Simplex Trading sold 187 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2024, an estimated $7K.
  • Simplex Trading first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2019 and held it in 10 quarters.
  • Simplex Trading's iShares Broad USD High Yield Corporate Bond ETF position peaked at $271K in Q3 2023.
  • 547 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2024.

Based on Simplex Trading's 13F filing for Q4 2024, filed 11 Feb 2025.