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

Teamwork Financial 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
2022 Q1	–	Sell	-5,180	Closed	-$213K	–	331
2021 Q4	$213K	Sell	5,180 -4,731	-48%	-$195K	0.04%	278
2021 Q3	$411K	Sell	9,911 -10,798	-52%	-$449K	0.08%	183
2021 Q2	$864K	Buy	20,709 +5,946	+40%	+$246K	0.18%	105
2021 Q1	$608K	Buy	14,763 +3,467	+31%	+$143K	0.14%	130
2020 Q4	$466K	Sell	11,296 -1,806	-14%	-$72.8K	0.11%	129
2020 Q3	$517K	Buy	13,102 +6,268	+92%	+$248K	0.16%	115
2020 Q2	$261K	Buy	+6,834	New	+$255K	0.09%	159

Other funds holding USHY

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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