Stratos Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Stratos Wealth 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
2023 Q1	–	Sell	-26,061	Closed	-$900K	–	637
2022 Q4	$900K	Buy	26,061 +3,092	+13%	+$107K	0.08%	297
2022 Q3	$772K	Sell	22,969 -13,344	-37%	-$474K	0.08%	281
2022 Q2	$1.26M	Buy	36,313 +10,885	+43%	+$399K	0.11%	226
2022 Q1	$988K	Sell	25,428 -112,327	-82%	-$4.44M	0.08%	275
2021 Q4	$5.67M	Buy	137,755 +41,070	+42%	+$1.69M	0.41%	59
2021 Q3	$4.01M	Buy	96,685 +9,095	+10%	+$378K	0.34%	74
2021 Q2	$3.65M	Buy	87,590 +12,012	+16%	+$496K	0.32%	84
2021 Q1	$3.11M	Buy	75,578 +19,970	+36%	+$822K	0.33%	84
2020 Q4	$2.29M	Buy	+55,608	New	+$2.24M	0.32%	75

Other funds holding USHY

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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 Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Stratos Wealth Advisors's USHY Position: Q1 2023 in Review

Stratos Wealth Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2023, closing a stake of 26,061 shares — an estimated $900K sold.

Stratos Wealth Advisors first reported a position in USHY in Q4 2020 and held it in 9 quarters. The position peaked at $5.67M in Q4 2021. 391 funds tracked by Wall St. Rank hold USHY as of Q1 2023.

Stratos Wealth Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Stratos Wealth Advisors sold 26,061 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2023, an estimated $900K.
Stratos Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2020 and held it in 9 quarters.
Stratos Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $5.67M in Q4 2021.
391 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2023.

Based on Stratos Wealth Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.