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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-33,538
Closed -$1.16M 416
2022
Q2
$1.16M Buy
33,538
+7,554
+29% +$277K 0.22% 115
2022
Q1
$1.01M Sell
25,984
-48
-0.2% -$1.9K 0.16% 148
2021
Q4
$1.07M Sell
26,032
-984
-4% -$40.5K 0.16% 149
2021
Q3
$1.12M Buy
27,016
+1,334
+5% +$55.4K 0.17% 137
2021
Q2
$1.07M Buy
25,682
+3,774
+17% +$156K 0.17% 143
2021
Q1
$902K Sell
21,908
-137
-0.6% -$5.64K 0.17% 154
2020
Q4
$910K Buy
22,045
+13,325
+153% +$537K 0.19% 144
2020
Q3
$344K Buy
8,720
+297
+4% +$11.7K 0.24% 110
2020
Q2
$322K Buy
+8,423
New +$315K 0.08% 255
2020
Q1
Sell
-16,678
Closed -$683K 381
2019
Q4
$683K Hold
16,678
0.24% 110
2019
Q3
$683K Buy
16,678
+1,565
+10% +$63.9K 0.24% 110
2019
Q2
$617K Buy
+15,113
New +$613K 0.23% 116

Other funds holding USHY

V Wealth Advisors's USHY Position: Q3 2022 in Review

V Wealth Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2022, closing a stake of 33,538 shares — an estimated $1.16M sold.

V Wealth Advisors first reported a position in USHY in Q2 2019 and held it in 12 quarters. The position peaked at $1.16M in Q2 2022. 345 funds tracked by Wall St. Rank hold USHY as of Q3 2022.

  • V Wealth Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • V Wealth Advisors sold 33,538 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2022, an estimated $1.16M.
  • V Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2019 and held it in 12 quarters.
  • V Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.16M in Q2 2022.
  • 345 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2022.

Based on V Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.