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Zullo Investment Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-84
Closed -$2.9K – 679
2022
Q4 		$2.9K Hold
84
– – ﹤0.01% 652
2022
Q3 		$3K Hold
84
– – ﹤0.01% 674
2022
Q2 		$3K Hold
84
– – ﹤0.01% 700
2022
Q1 		$3K Hold
84
– – ﹤0.01% 729
2021
Q4 		$3K Buy
+84
New +$3.45K ﹤0.01% 735

Other funds holding USHY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Zullo Investment Group's USHY Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2023, closing a stake of 84 shares — an estimated $2.9K sold.

Zullo Investment Group first reported a position in USHY in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q3 2022. 391 funds tracked by Wall St. Rank hold USHY as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 84 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2023, an estimated $2.9K.
  • Zullo Investment Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $3K in Q3 2022.
  • 391 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.