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Arete Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Arete Wealth Advisors’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
-5,699
Closed -$213K – 827
2025
Q3 		$213K Buy
+5,699
New +$214K 0.01% 709
2022
Q1 		– Sell
-7,106
Closed -$292K – 554
2021
Q4 		$292K Buy
+7,106
New +$292K 0.02% 387

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Arete Wealth Advisors's USHY Position: Q4 2025 in Review

Arete Wealth Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2025, closing a stake of 5,699 shares — an estimated $213K sold.

Arete Wealth Advisors first reported a position in USHY in Q4 2021 and held it in 2 quarters. The position peaked at $292K in Q4 2021. 660 funds tracked by Wall St. Rank hold USHY as of Q4 2025.

  • Arete Wealth Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,699 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2025, an estimated $213K.
  • Arete Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Arete Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $292K in Q4 2021.
  • 660 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.