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Aveo Capital Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Aveo Capital Partners’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
Q1 		– Sell
-410,116
Closed -$15.1M – 329
2024
Q4 		$15.1M Buy
410,116
+245,550
+149% +$9.13M 1.65% 13
2024
Q3 		$6.2M Sell
164,566
-497,500
-75% -$18.4M 0.66% 44
2024
Q2 		$24M Sell
662,066
-89,091
-12% -$3.22M 2.72% 5
2024
Q1 		$27.2M Buy
751,157
+41,479
+6% +$1.51M 2.97% 4
2023
Q4 		$25.8M Buy
709,678
+701,498
+8,576% +$24.6M 3.11% 4
2023
Q3 		$284K Sell
8,180
-638,342
-99% -$22.4M 0.04% 274
2023
Q2 		$22.8M Buy
646,522
+550,053
+570% +$19.3M 2.9% 3
2023
Q1 		$3.43M Buy
96,469
+82,202
+576% +$2.89M 0.46% 67
2022
Q4 		$493K Buy
14,267
+6,849
+92% +$237K 0.07% 191
2022
Q3 		$249K Buy
+7,418
New +$264K 0.04% 240
2022
Q2 		– Sell
-99,094
Closed -$3.85M – 303
2022
Q1 		$3.85M Buy
99,094
+92,024
+1,302% +$3.64M 0.68% 48
2021
Q4 		$291K Buy
7,070
+975
+16% +$40.1K 0.05% 228
2021
Q3 		$253K Buy
+6,095
New +$253K 0.05% 224
2020
Q2 		– Sell
-7,024
Closed -$249K – 146
2020
Q1 		$249K Buy
+7,024
New +$278K 0.12% 129

Other funds holding USHY

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aveo Capital Partners's USHY Position: Q1 2025 in Review

Aveo Capital Partners sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2025, closing a stake of 410,116 shares — an estimated $15.1M sold.

Aveo Capital Partners first reported a position in USHY in Q1 2020 and held it in 14 quarters. The position peaked at $27.2M in Q1 2024. 559 funds tracked by Wall St. Rank hold USHY as of Q1 2025.

  • Aveo Capital Partners reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 410,116 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2025, an estimated $15.1M.
  • Aveo Capital Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2020 and held it in 14 quarters.
  • Aveo Capital Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $27.2M in Q1 2024.
  • 559 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.