BankPlus Trust Department’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

BankPlus Trust Department’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 Q4	–	Sell	-41	Closed	-$1.55K	–	469
2025 Q3	$1.55K	Buy	+41	New	+$1.54K	﹤0.01%	431
2025 Q1	–	Sell	-2,461	Closed	-$90.5K	–	516
2024 Q4	$90.5K	Buy	+2,461	New	+$91.5K	0.03%	184

Other funds holding USHY

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

BankPlus Trust Department's USHY Position: Q4 2025 in Review

BankPlus Trust Department sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2025, closing a stake of 41 shares — an estimated $1.55K sold.

BankPlus Trust Department first reported a position in USHY in Q4 2024 and held it in 2 quarters. The position peaked at $90.5K in Q4 2024. 661 funds tracked by Wall St. Rank hold USHY as of Q4 2025.

BankPlus Trust Department reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
BankPlus Trust Department sold 41 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2025, an estimated $1.55K.
BankPlus Trust Department first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
BankPlus Trust Department's iShares Broad USD High Yield Corporate Bond ETF position peaked at $90.5K in Q4 2024.
661 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2025.

Based on BankPlus Trust Department's 13F filing for Q4 2025, filed 27 Jan 2026.