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

Abound 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
2025 Q4	–	Sell	-179	Closed	-$6.76K	–	1494
2025 Q3	$6.76K	Buy	+179	New	+$6.71K	﹤0.01%	573
2023 Q2	–	Sell	-177	Closed	-$6.29K	–	1223
2023 Q1	$6.29K	Buy	177 +168	+1,867%	+$5.91K	﹤0.01%	355
2022 Q4	$314	Buy	+9	New	+$311	﹤0.01%	686

Other funds holding USHY

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Abound Wealth Management's USHY Position: Q4 2025 in Review

Abound Wealth Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2025, closing a stake of 179 shares — an estimated $6.76K sold.

Abound Wealth Management first reported a position in USHY in Q4 2022 and held it in 3 quarters. The position peaked at $6.76K in Q3 2025. 661 funds tracked by Wall St. Rank hold USHY as of Q4 2025.

Abound Wealth Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Abound Wealth Management sold 179 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2025, an estimated $6.76K.
Abound Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
Abound Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $6.76K in Q3 2025.
661 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2025.

Based on Abound Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.