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

Wealth Quarterback’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
2021
Q3 		$2K Buy
32
+1
+3% +$42 ﹤0.01% 745
2021
Q2 		$2K Buy
+31
New +$1.28K ﹤0.01% 774
2020
Q2 		– Sell
-519
Closed -$18.4K – 738
2020
Q1 		$18.4K Buy
519
+4
+0.8% +$158 0.02% 353
2019
Q4 		$21.1K Buy
+515
New +$21K 0.02% 341

Other funds holding USHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Wealth Quarterback's USHY Position: Q3 2021 in Review

Wealth Quarterback increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 3.2% in Q3 2021, buying an estimated $42 and bringing the position to 32 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Wealth Quarterback first reported a position in USHY in Q4 2019 and has held it in 4 quarters since. The position peaked at $21.1K in Q4 2019. 323 funds tracked by Wall St. Rank hold USHY as of Q3 2021.

  • Wealth Quarterback held 32 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2K as of Q3 2021.
  • Wealth Quarterback bought 1 iShares Broad USD High Yield Corporate Bond ETF share in Q3 2021, an estimated $42.
  • iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #745 holding.
  • Wealth Quarterback first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's iShares Broad USD High Yield Corporate Bond ETF position peaked at $21.1K in Q4 2019.
  • 323 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.