AWM
USHY icon

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

Angeles 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
Q3 		– Sell
-1,466
Closed -$55K – 448
2025
Q2 		$55K Buy
+1,466
New +$53.8K ﹤0.01% 376

Other funds holding USHY

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $666M AUM 13.83% 1-Year Est. Return

Angeles Wealth Management's USHY Position: Q3 2025 in Review

Angeles Wealth Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2025, closing a stake of 1,466 shares — an estimated $55K sold.

Angeles Wealth Management first reported a position in USHY in Q2 2025 and held it in 1 quarter. The position peaked at $55K in Q2 2025. 595 funds tracked by Wall St. Rank hold USHY as of Q3 2025.

  • Angeles Wealth Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Angeles Wealth Management sold 1,466 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2025, an estimated $55K.
  • Angeles Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Angeles Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $55K in Q2 2025.
  • 595 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2025.

Based on Angeles Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.