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Sterling Financial Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Sterling Financial Group’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
Q2 		– Sell
-60,878
Closed -$2.1M – 68
2023
Q1 		$2.1M Hold
60,878
– – 1.61% 12
2022
Q4 		$2.1M Buy
+60,878
New +$2.1M 1.61% 12

Other funds holding USHY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Sterling Financial Group's USHY Position: Q2 2023 in Review

Sterling Financial Group sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2023, closing a stake of 60,878 shares — an estimated $2.1M sold.

Sterling Financial Group first reported a position in USHY in Q4 2022 and held it in 2 quarters. The position peaked at $2.1M in Q1 2023. 390 funds tracked by Wall St. Rank hold USHY as of Q2 2023.

  • Sterling Financial Group reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Sterling Financial Group sold 60,878 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2023, an estimated $2.1M.
  • Sterling Financial Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Sterling Financial Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $2.1M in Q1 2023.
  • 390 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2023.

Based on Sterling Financial Group's 13F filing for Q2 2023, filed 7 Sep 2023.