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WealthPlan Investment Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

WealthPlan Investment 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
2022
Q1 		$471K Buy
+12,714
New +$502K 0.03% 259

Other funds holding USHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WealthPlan Investment Management's USHY Position: Q1 2022 in Review

WealthPlan Investment Management opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2022: 12,714 shares worth $471K. The stake represents 0.03% of the portfolio and ranks #259 among its holdings.

350 funds tracked by Wall St. Rank hold USHY as of Q1 2022.

  • WealthPlan Investment Management held 12,714 shares of iShares Broad USD High Yield Corporate Bond ETF worth $471K as of Q1 2022.
  • iShares Broad USD High Yield Corporate Bond ETF was a new WealthPlan Investment Management position in Q1 2022.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q1 2022, its #259 holding.
  • 350 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2022.

Based on WealthPlan Investment Management's 13F filing for Q1 2022, filed 7 Sep 2022.