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Wipfli Financial Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$4K Buy
+123
New +$4.37K ﹤0.01% 2162

Other funds holding USHY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Wipfli Financial Advisors's USHY Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2022: 123 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #2162 among its holdings.

345 funds tracked by Wall St. Rank hold USHY as of Q3 2022.

  • Wipfli Financial Advisors held 123 shares of iShares Broad USD High Yield Corporate Bond ETF worth $4K as of Q3 2022.
  • iShares Broad USD High Yield Corporate Bond ETF was a new Wipfli Financial Advisors position in Q3 2022.
  • iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2162 holding.
  • 345 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.