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Western Financial Corp’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Western Financial Corp’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 		– Sell
-6,857
Closed -$286K – 98
2021
Q2 		$286K Buy
6,857
+603
+10% +$24.9K 0.15% 75
2021
Q1 		$258K Buy
+6,254
New +$257K 0.16% 73

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

Western Financial Corp's USHY Position: Q3 2021 in Review

Western Financial Corp sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2021, closing a stake of 6,857 shares — an estimated $286K sold.

Western Financial Corp first reported a position in USHY in Q1 2021 and held it in 2 quarters. The position peaked at $286K in Q2 2021. 323 funds tracked by Wall St. Rank hold USHY as of Q3 2021.

  • Western Financial Corp reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Western Financial Corp sold 6,857 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2021, an estimated $286K.
  • Western Financial Corp first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Western Financial Corp's iShares Broad USD High Yield Corporate Bond ETF position peaked at $286K in Q2 2021.
  • 323 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2021.

Based on Western Financial Corp's 13F filing for Q3 2021, filed 22 Oct 2021.