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

WealthPLAN Partners’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	-3,698	Closed	-$131K	–	1125
2023 Q2	$131K	Buy	3,698 +11	+0.3%	+$386	0.02%	352
2023 Q1	$131K	Buy	+3,687	New	+$130K	0.01%	373
2022 Q1	$471K	Sell	12,714 -1,870	-13%	-$73.9K	0.03%	259
2021 Q4	$584K	Sell	14,584 -1,580	-10%	-$65K	0.04%	237
2021 Q3	$665K	Buy	16,164 +4,971	+44%	+$207K	0.04%	214
2021 Q2	$462K	Buy	+11,193	New	+$462K	0.03%	243

Other funds holding USHY

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Thrivent Financial for Lutherans

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