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Baltimore-Washington Financial Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Baltimore-Washington Financial 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
Q2 		– Sell
-5,993
Closed -$221K – 172
2025
Q1 		$221K Buy
5,993
+211
+4% +$7.82K 0.01% 144
2024
Q4 		$213K Sell
5,782
-1,154
-17% -$42.9K 0.01% 146
2024
Q3 		$261K Sell
6,936
-686
-9% -$25.3K 0.01% 129
2024
Q2 		$277K Sell
7,622
-301
-4% -$10.9K 0.02% 119
2024
Q1 		$290K Sell
7,923
-1,334
-14% -$48.5K 0.02% 110
2023
Q4 		$336K Sell
9,257
-1,441
-13% -$50.5K 0.02% 114
2023
Q3 		$371K Sell
10,698
-2,395
-18% -$84.1K 0.03% 118
2023
Q2 		$462K Sell
13,093
-31,498
-71% -$1.1M 0.04% 108
2023
Q1 		$1.59M Sell
44,591
-5,958
-12% -$210K 0.14% 93
2022
Q4 		$1.75M Sell
50,549
-18,387
-27% -$635K 0.17% 84
2022
Q3 		$2.32M Sell
68,936
-3,745
-5% -$133K 0.19% 79
2022
Q2 		$2.52M Buy
72,681
+7,483
+11% +$274K 0.27% 75
2022
Q1 		$2.68M Sell
65,198
-13,871
-18% -$548K 0.26% 82
2021
Q4 		$3.26M Buy
79,069
+670
+0.9% +$27.6K 0.26% 77
2021
Q3 		$3.25M Buy
78,399
+4,033
+5% +$168K 0.29% 75
2021
Q2 		$3.1M Buy
74,366
+8,928
+14% +$369K 0.29% 74
2021
Q1 		$2.69M Buy
65,438
+2,830
+5% +$116K 0.27% 78
2020
Q4 		$2.58M Buy
62,608
+2,462
+4% +$99.3K 0.28% 74
2020
Q3 		$2.37M Buy
60,146
+16,791
+39% +$663K 0.31% 76
2020
Q2 		$1.66M Buy
43,355
+1,632
+4% +$61K 0.23% 80
2020
Q1 		$1.48M Sell
41,723
-9,113
-18% -$360K 0.27% 77
2019
Q4 		$2.09M Buy
50,836
+8,058
+19% +$328K 0.31% 76
2019
Q3 		$1.75M Buy
42,778
+19,031
+80% +$777K 0.29% 77
2019
Q2 		$972K Buy
23,747
+3,510
+17% +$142K 0.16% 77
2019
Q1 		$820K Buy
20,237
+13,171
+186% +$525K 0.14% 80
2018
Q4 		$269K Buy
+7,066
New +$279K 0.06% 89

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

Baltimore-Washington Financial Advisors's USHY Position: Q2 2025 in Review

Baltimore-Washington Financial Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2025, closing a stake of 5,993 shares — an estimated $221K sold.

Baltimore-Washington Financial Advisors first reported a position in USHY in Q4 2018 and held it in 26 quarters. The position peaked at $3.26M in Q4 2021. 577 funds tracked by Wall St. Rank hold USHY as of Q2 2025.

  • Baltimore-Washington Financial Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 5,993 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2025, an estimated $221K.
  • Baltimore-Washington Financial Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2018 and held it in 26 quarters.
  • Baltimore-Washington Financial Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $3.26M in Q4 2021.
  • 577 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2025.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.