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 $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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 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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

WealthPLAN Partners's USHY Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2023, closing a stake of 3,698 shares — an estimated $131K sold.

WealthPLAN Partners first reported a position in USHY in Q2 2021 and held it in 6 quarters. The position peaked at $665K in Q3 2021. 405 funds tracked by Wall St. Rank hold USHY as of Q3 2023.

WealthPLAN Partners reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 3,698 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2023, an estimated $131K.
WealthPLAN Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2021 and held it in 6 quarters.
WealthPLAN Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $665K in Q3 2021.
405 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.