Bartlett & Co Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Bartlett & Co Wealth Management’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	-1,921	Closed	-$70.7K	–	1334
2025 Q1	$70.7K	Buy	+1,921	New	+$71.2K	﹤0.01%	598
2024 Q3	–	Sell	-143	Closed	-$5.19K	–	1158
2024 Q2	$5.19K	Buy	+143	New	+$5.17K	﹤0.01%	981
2023 Q2	–	Sell	-1,113	Closed	-$39.6K	–	1184
2023 Q1	$39.6K	Hold	1,113	–	–	﹤0.01%	603
2022 Q4	$38.4K	Hold	1,113	–	–	﹤0.01%	616
2022 Q3	$37.4K	Hold	1,113	–	–	﹤0.01%	611
2022 Q2	$38.5K	Hold	1,113	–	–	﹤0.01%	613
2022 Q1	$43.3K	Buy	+1,113	New	+$44K	﹤0.01%	606
2020 Q4	–	Sell	-95	Closed	-$3.75K	–	1224
2020 Q3	$3.75K	Buy	+95	New	+$3.75K	﹤0.01%	751

Other funds holding USHY

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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 $1.56T 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 $871B AUM 31.28% 1-Year Est. Return

Bartlett & Co Wealth Management's USHY Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2025, closing a stake of 1,921 shares — an estimated $70.7K sold.

Bartlett & Co Wealth Management first reported a position in USHY in Q3 2020 and held it in 8 quarters. The position peaked at $70.7K in Q1 2025. 577 funds tracked by Wall St. Rank hold USHY as of Q2 2025.

Bartlett & Co Wealth Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 1,921 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2025, an estimated $70.7K.
Bartlett & Co Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2020 and held it in 8 quarters.
Bartlett & Co Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $70.7K in Q1 2025.
577 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.