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

Tyler-Stone 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
2024 Q3	–	Sell	-1,274	Closed	-$46.2K	–	906
2024 Q2	$46.2K	Buy	1,274 +18	+1%	+$651	0.02%	380
2024 Q1	$46K	Sell	1,256 -362	-22%	-$13.2K	0.02%	374
2023 Q4	$58.8K	Buy	1,618 +31	+2%	+$1.09K	0.03%	334
2023 Q3	$55K	Buy	1,587 +23	+1%	+$808	0.03%	332
2023 Q2	$55K	Buy	+1,564	New	+$54.9K	0.03%	330
2022 Q4	$53K	Buy	1,525 +27	+2%	+$933	0.04%	309
2022 Q3	$50K	Buy	1,498 +118	+9%	+$4.2K	0.04%	302
2022 Q2	$48K	Buy	1,380 +17	+1%	+$623	0.03%	326
2022 Q1	$53K	Buy	1,363 +11	+0.8%	+$435	0.03%	335
2021 Q4	$56K	Buy	+1,352	New	+$55.6K	0.03%	340

Other funds holding USHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

RJA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Tyler-Stone Wealth Management's USHY Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2024, closing a stake of 1,274 shares — an estimated $46.2K sold.

Tyler-Stone Wealth Management first reported a position in USHY in Q4 2021 and held it in 10 quarters. The position peaked at $58.8K in Q4 2023. 500 funds tracked by Wall St. Rank hold USHY as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 1,274 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2024, an estimated $46.2K.
Tyler-Stone Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $58.8K in Q4 2023.
500 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.