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

West Wealth Group’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 Q2	–	Sell	-22,028	Closed	-$783K	–	79
2023 Q1	$783K	Sell	22,028 -263	-1%	-$9.25K	0.36%	22
2022 Q4	$770K	Sell	22,291 -7,142	-24%	-$247K	0.38%	25
2022 Q3	$989K	Sell	29,433 -8,390	-22%	-$298K	0.5%	27
2022 Q2	$1.31M	Buy	37,823 +13,537	+56%	+$496K	0.61%	25
2022 Q1	$943K	Buy	+24,286	New	+$960K	0.37%	24

Other funds holding USHY

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

RJA

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

JSTA

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

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

BlackRock New York $5.72T AUM 30.48% 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

West Wealth Group's USHY Position: Q2 2023 in Review

West Wealth Group sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2023, closing a stake of 22,028 shares — an estimated $783K sold.

West Wealth Group first reported a position in USHY in Q1 2022 and held it in 5 quarters. The position peaked at $1.31M in Q2 2022. 390 funds tracked by Wall St. Rank hold USHY as of Q2 2023.

West Wealth Group reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
West Wealth Group sold 22,028 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2023, an estimated $783K.
West Wealth Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2022 and held it in 5 quarters.
West Wealth Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.31M in Q2 2022.
390 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2023.

Based on West Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.