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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Teamwork Financial Advisors's USHY Position: Q1 2022 in Review

Teamwork Financial Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2022, closing a stake of 5,180 shares — an estimated $213K sold.

Teamwork Financial Advisors first reported a position in USHY in Q2 2020 and held it in 7 quarters. The position peaked at $864K in Q2 2021. 349 funds tracked by Wall St. Rank hold USHY as of Q1 2022.

Teamwork Financial Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 5,180 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2022, an estimated $213K.
Teamwork Financial Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2020 and held it in 7 quarters.
Teamwork Financial Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $864K in Q2 2021.
349 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2022.

Based on Teamwork Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.