Tradewinds Capital Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Tradewinds Capital Management’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	-113	Closed	-$3.9K	–	567
2022 Q4	$3.9K	Hold	113	–	–	﹤0.01%	312
2022 Q3	$4K	Hold	113	–	–	﹤0.01%	292
2022 Q2	$4K	Sell	113 -9	-7%	-$330	﹤0.01%	300
2022 Q1	$5K	Buy	+122	New	+$4.82K	﹤0.01%	579
2021 Q3	–	Sell	-22	Closed	-$1K	–	810
2021 Q2	$1K	Hold	22	–	–	﹤0.01%	748
2021 Q1	$1K	Buy	+22	New	+$906	﹤0.01%	722

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

Tradewinds Capital Management's USHY Position: Q1 2023 in Review

Tradewinds Capital Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2023, closing a stake of 113 shares — an estimated $3.9K sold.

Tradewinds Capital Management first reported a position in USHY in Q1 2021 and held it in 6 quarters. The position peaked at $5K in Q1 2022. 391 funds tracked by Wall St. Rank hold USHY as of Q1 2023.

Tradewinds Capital Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Tradewinds Capital Management sold 113 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2023, an estimated $3.9K.
Tradewinds Capital Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
Tradewinds Capital Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $5K in Q1 2022.
391 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2023.

Based on Tradewinds Capital Management's 13F filing for Q1 2023, filed 10 Apr 2023.