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

Atlantic Edge Private 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 Q2	–	Sell	-227	Closed	-$8.36K	–	525
2025 Q1	$8.36K	Hold	227	–	–	﹤0.01%	366
2024 Q4	$8.35K	Hold	227	–	–	﹤0.01%	350
2024 Q3	$8.55K	Hold	227	–	–	﹤0.01%	352
2024 Q2	$8.24K	Buy	227 +49	+28%	+$1.77K	﹤0.01%	334
2024 Q1	$6.51K	Sell	178 -18,217	-99%	-$662K	﹤0.01%	360
2023 Q4	$669K	Buy	+18,395	New	+$645K	0.27%	79

Other funds holding USHY

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atlantic Edge Private Wealth Management's USHY Position: Q2 2025 in Review

Atlantic Edge Private Wealth Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2025, closing a stake of 227 shares — an estimated $8.36K sold.

Atlantic Edge Private Wealth Management first reported a position in USHY in Q4 2023 and held it in 6 quarters. The position peaked at $669K in Q4 2023. 577 funds tracked by Wall St. Rank hold USHY as of Q2 2025.

Atlantic Edge Private Wealth Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Atlantic Edge Private Wealth Management sold 227 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2025, an estimated $8.36K.
Atlantic Edge Private Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
Atlantic Edge Private Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $669K in Q4 2023.
577 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.