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Veritable’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Veritable’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
Q3 		– Sell
-25,824
Closed -$912K – 758
2023
Q2 		$912K Buy
25,824
+1,900
+8% +$66.6K 0.01% 386
2023
Q1 		$850K Buy
23,924
+6,735
+39% +$237K 0.01% 403
2022
Q4 		$594K Buy
17,189
+2,842
+20% +$98.2K 0.01% 477
2022
Q3 		$482K Buy
+14,347
New +$510K 0.01% 509

Other funds holding USHY

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Veritable's USHY Position: Q3 2023 in Review

Veritable sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2023, closing a stake of 25,824 shares — an estimated $912K sold.

Veritable first reported a position in USHY in Q3 2022 and held it in 4 quarters. The position peaked at $912K in Q2 2023. 405 funds tracked by Wall St. Rank hold USHY as of Q3 2023.

  • Veritable reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 25,824 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2023, an estimated $912K.
  • Veritable first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2022 and held it in 4 quarters.
  • Veritable's iShares Broad USD High Yield Corporate Bond ETF position peaked at $912K in Q2 2023.
  • 405 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.