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Western Pacific Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Western Pacific Wealth 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
2024
Q2 		– Sell
-167
Closed -$6.11K – 294
2024
Q1 		$6.11K Buy
+167
New +$6.07K ﹤0.01% 204

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BlackRock
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Western Pacific Wealth Management's USHY Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2024, closing a stake of 167 shares — an estimated $6.11K sold.

Western Pacific Wealth Management first reported a position in USHY in Q1 2024 and held it in 1 quarter. The position peaked at $6.11K in Q1 2024. 470 funds tracked by Wall St. Rank hold USHY as of Q2 2024.

  • Western Pacific Wealth Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 167 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2024, an estimated $6.11K.
  • Western Pacific Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $6.11K in Q1 2024.
  • 470 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.