WR Wealth Planners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

WR Wealth Planners’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	-492	Closed	-$18K	–	1221
2024 Q1	$18K	Buy	+492	New	+$17.9K	0.01%	474
2023 Q4	–	Sell	-21	Closed	-$729	–	825
2023 Q3	$729	Sell	21 -282	-93%	-$9.91K	﹤0.01%	846
2023 Q2	$10.7K	Hold	303	–	–	﹤0.01%	543
2023 Q1	$10.8K	Sell	303 -939	-76%	-$33K	﹤0.01%	533
2022 Q4	$42.9K	Sell	1,242 -165	-12%	-$5.7K	0.03%	175
2022 Q3	$47.3K	Hold	1,407	–	–	0.03%	165
2022 Q2	$48.7K	Buy	1,407 +292	+26%	+$10.7K	0.03%	173
2022 Q1	$43.3K	Buy	+1,115	New	+$44.1K	0.03%	179

Other funds holding USHY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 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

WR Wealth Planners's USHY Position: Q2 2024 in Review

WR Wealth Planners sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2024, closing a stake of 492 shares — an estimated $18K sold.

WR Wealth Planners first reported a position in USHY in Q1 2022 and held it in 8 quarters. The position peaked at $48.7K in Q2 2022. 470 funds tracked by Wall St. Rank hold USHY as of Q2 2024.

WR Wealth Planners reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
WR Wealth Planners sold 492 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2024, an estimated $18K.
WR Wealth Planners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2022 and held it in 8 quarters.
WR Wealth Planners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $48.7K in Q2 2022.
470 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.