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

Ten Capital 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 Q2	–	Sell	-2,058	Closed	-$73.2K	–	516
2023 Q1	$73.2K	Sell	2,058 -86	-4%	-$3.02K	0.02%	190
2022 Q4	$74K	Buy	+2,144	New	+$74.1K	0.03%	152
2022 Q3	–	Sell	-1,865	Closed	-$65K	–	628
2022 Q2	$65K	Buy	1,865 +1,494	+403%	+$54.8K	0.03%	137
2022 Q1	$14K	Hold	371	–	–	0.01%	256
2021 Q4	$15K	Hold	371	–	–	0.01%	262
2021 Q3	$15K	Buy	371 +43	+13%	+$1.79K	0.01%	233
2021 Q2	$14K	Buy	+328	New	+$13.5K	﹤0.01%	283

Other funds holding USHY

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $5.29B AUM 8.96% 1-Year Est. Return

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

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

TAIM

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

APF

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

Ten Capital Wealth Advisors's USHY Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2023, closing a stake of 2,058 shares — an estimated $73.2K sold.

Ten Capital Wealth Advisors first reported a position in USHY in Q2 2021 and held it in 7 quarters. The position peaked at $74K in Q4 2022. 390 funds tracked by Wall St. Rank hold USHY as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 2,058 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2023, an estimated $73.2K.
Ten Capital Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2021 and held it in 7 quarters.
Ten Capital Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $74K in Q4 2022.
390 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.