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

SWP Financial’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
-6,034
Closed -$227K – 72
2024
Q3 		$227K Sell
6,034
-126,454
-95% -$4.67M 0.14% 48
2024
Q2 		$4.81M Buy
+132,488
New +$4.79M 3.18% 12

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

SWP Financial's USHY Position: Q4 2024 in Review

SWP Financial sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2024, closing a stake of 6,034 shares — an estimated $227K sold.

SWP Financial first reported a position in USHY in Q2 2024 and held it in 2 quarters. The position peaked at $4.81M in Q2 2024. 547 funds tracked by Wall St. Rank hold USHY as of Q4 2024.

  • SWP Financial reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • SWP Financial sold 6,034 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2024, an estimated $227K.
  • SWP Financial first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • SWP Financial's iShares Broad USD High Yield Corporate Bond ETF position peaked at $4.81M in Q2 2024.
  • 547 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2024.

Based on SWP Financial's 13F filing for Q4 2024, filed 21 Jan 2025.