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AWS
Atria Wealth Solutions’s
iShares Broad USD High Yield Corporate Bond ETF
USHY
Stock Holding History
Atria Wealth Solutions’s Portfolio
USHY Stock Details
USHY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$1.01M
Buy
26,977
+4,857
+22%
+$178K
0.02%
632
2025
Q1
$814K
Buy
22,120
+538
+2%
+$19.9K
0.01%
962
2024
Q4
$794K
Sell
21,582
-7,105
-25%
-$264K
0.01%
1026
2024
Q3
$1.08M
Sell
28,687
-32,219
-53%
-$1.19M
0.01%
886
2024
Q2
$2.21M
Sell
60,906
-8,486
-12%
-$307K
0.02%
593
2024
Q1
$2.54M
Sell
69,392
-24,650
-26%
-$896K
0.03%
561
2023
Q4
$3.42M
Sell
94,042
-3,996
-4%
-$140K
0.04%
419
2023
Q3
$3.4M
Buy
98,038
+60,803
+163%
+$2.14M
0.05%
401
2023
Q2
$1.31M
Sell
37,235
-3,544
-9%
-$124K
0.02%
726
2023
Q1
$1.45M
Buy
40,779
+11,981
+42%
+$421K
0.02%
662
2022
Q4
$994K
Buy
28,798
+1,390
+5%
+$48K
0.02%
750
2022
Q3
$921K
Buy
27,408
+2,974
+12%
+$106K
0.02%
737
2022
Q2
$846K
Sell
24,434
-35,962
-60%
-$1.32M
0.02%
764
2022
Q1
$2.35M
Buy
+60,396
New
+$2.39M
0.04%
435
Other funds holding USHY
PP
Prudential plc
London, England, United Kingdom
$17.1B AUM
15.7%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B 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
$1.47T 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
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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