Strategic Investment Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Strategic Investment 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 Q1	–	Sell	-7,263	Closed	-$264K	–	254
2023 Q4	$264K	Buy	7,263 +341	+5%	+$12K	0.04%	212
2023 Q3	$240K	Buy	+6,922	New	+$243K	0.04%	215
2023 Q2	–	Sell	-6,422	Closed	-$228K	–	248
2023 Q1	$228K	Sell	6,422 -50	-0.8%	-$1.76K	0.04%	221
2022 Q4	$223K	Buy	+6,472	New	+$224K	0.05%	214
2022 Q3	–	Sell	-11,393	Closed	-$394K	–	214
2022 Q2	$394K	Sell	11,393 -71	-0.6%	-$2.6K	0.08%	165
2022 Q1	$445K	Buy	+11,464	New	+$453K	0.08%	166

Other funds holding USHY

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Strategic Investment Advisors's USHY Position: Q1 2024 in Review

Strategic Investment Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2024, closing a stake of 7,263 shares — an estimated $264K sold.

Strategic Investment Advisors first reported a position in USHY in Q1 2022 and held it in 6 quarters. The position peaked at $445K in Q1 2022. 453 funds tracked by Wall St. Rank hold USHY as of Q1 2024.

Strategic Investment Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Strategic Investment Advisors sold 7,263 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2024, an estimated $264K.
Strategic Investment Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2022 and held it in 6 quarters.
Strategic Investment Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $445K in Q1 2022.
453 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2024.

Based on Strategic Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.