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

WMG 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
Q4 		– Sell
-7,160
Closed -$242K – 150
2022
Q3 		$242K Sell
7,160
-11,032
-61% -$392K 0.22% 102
2022
Q2 		$631K Buy
18,192
+1,627
+10% +$59.7K 0.55% 52
2022
Q1 		$645K Buy
+16,565
New +$655K 0.47% 54

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

WMG Financial Advisors's USHY Position: Q4 2022 in Review

WMG Financial Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2022, closing a stake of 7,160 shares — an estimated $242K sold.

WMG Financial Advisors first reported a position in USHY in Q1 2022 and held it in 3 quarters. The position peaked at $645K in Q1 2022. 381 funds tracked by Wall St. Rank hold USHY as of Q4 2022.

  • WMG Financial Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • WMG Financial Advisors sold 7,160 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2022, an estimated $242K.
  • WMG Financial Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
  • WMG Financial Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $645K in Q1 2022.
  • 381 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2022.

Based on WMG Financial Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.