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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
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 $18.4B AUM 23.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Atria Wealth Solutions's USHY Position: Q2 2025 in Review

Atria Wealth Solutions increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 22% in Q2 2025, buying an estimated $178K and bringing the position to 26,977 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #632.

Atria Wealth Solutions first reported a position in USHY in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.42M in Q4 2023. 577 funds tracked by Wall St. Rank hold USHY as of Q2 2025.

  • Atria Wealth Solutions held 26,977 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.01M as of Q2 2025.
  • Atria Wealth Solutions bought 4,857 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2025, an estimated $178K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #632 holding.
  • Atria Wealth Solutions first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Broad USD High Yield Corporate Bond ETF position peaked at $3.42M 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 Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.