Tradition Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Tradition Wealth 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 Q4	–	Sell	-483	Closed	-$17K	–	1369
2023 Q3	$17K	Hold	483	–	–	﹤0.01%	890
2023 Q2	$17K	Buy	+483	New	+$16.9K	﹤0.01%	917

Other funds holding USHY

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

Tradition Wealth Management's USHY Position: Q4 2023 in Review

Tradition Wealth Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2023, closing a stake of 483 shares — an estimated $17K sold.

Tradition Wealth Management first reported a position in USHY in Q2 2023 and held it in 2 quarters. The position peaked at $17K in Q3 2023. 449 funds tracked by Wall St. Rank hold USHY as of Q4 2023.

Tradition Wealth Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 483 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2023, an estimated $17K.
Tradition Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
Tradition Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $17K in Q3 2023.
449 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.