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

WT 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
2022
Q1 		– Sell
-7,322
Closed -$302K – 125
2021
Q4 		$302K Hold
7,322
– – 0.11% 104
2021
Q3 		$304K Hold
7,322
– – 0.12% 103
2021
Q2 		$305K Hold
7,322
– – 0.12% 107
2021
Q1 		$302K Buy
+7,322
New +$301K 0.14% 105

Other funds holding USHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WT Wealth Management's USHY Position: Q1 2022 in Review

WT Wealth Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2022, closing a stake of 7,322 shares — an estimated $302K sold.

WT Wealth Management first reported a position in USHY in Q1 2021 and held it in 4 quarters. The position peaked at $305K in Q2 2021. 350 funds tracked by Wall St. Rank hold USHY as of Q1 2022.

  • WT Wealth Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • WT Wealth Management sold 7,322 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2022, an estimated $302K.
  • WT Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
  • WT Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $305K in Q2 2021.
  • 350 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2022.

Based on WT Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.