Stokes Family Office’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Stokes Family Office’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	-9,668	Closed	-$376K	–	291
2022 Q1	$376K	Buy	+9,668	New	+$382K	0.05%	184
2021 Q4	–	Sell	-11,542	Closed	-$479K	–	261
2021 Q3	$479K	Sell	11,542 -2,409	-17%	-$100K	0.07%	150
2021 Q2	$582K	Buy	+13,951	New	+$576K	0.08%	128

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

Stokes Family Office's USHY Position: Q2 2022 in Review

Stokes Family Office sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2022, closing a stake of 9,668 shares — an estimated $376K sold.

Stokes Family Office first reported a position in USHY in Q2 2021 and held it in 3 quarters. The position peaked at $582K in Q2 2021. 349 funds tracked by Wall St. Rank hold USHY as of Q2 2022.

Stokes Family Office reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Stokes Family Office sold 9,668 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2022, an estimated $376K.
Stokes Family Office first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2021 and held it in 3 quarters.
Stokes Family Office's iShares Broad USD High Yield Corporate Bond ETF position peaked at $582K in Q2 2021.
349 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2022.

Based on Stokes Family Office's 13F filing for Q2 2022, filed 5 Aug 2022.