Bell Investment Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Bell Investment 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 Q3	–	Sell	-1,934	Closed	-$72.5K	–	1960
2025 Q2	$72.5K	Buy	1,934 +33	+2%	+$1.21K	0.01%	193
2025 Q1	$70K	Buy	1,901 +22	+1%	+$816	0.01%	179
2024 Q4	$69.1K	Buy	1,879 +42	+2%	+$1.56K	0.01%	182
2024 Q3	$69.2K	Buy	1,837 +30	+2%	+$1.11K	0.01%	181
2024 Q2	$65.5K	Buy	1,807 +32	+2%	+$1.16K	0.01%	182
2024 Q1	$65K	Sell	1,775 -2,976	-63%	-$108K	0.01%	176
2023 Q4	$173K	Sell	4,751 -399	-8%	-$14K	0.04%	101
2023 Q3	$179K	Buy	5,150 +1,206	+31%	+$42.4K	0.04%	94
2023 Q2	$139K	Buy	3,944 +1,722	+77%	+$60.4K	0.03%	93
2023 Q1	$79K	Buy	+2,222	New	+$78.1K	0.02%	119

Other funds holding USHY

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $666M AUM 13.83% 1-Year Est. Return

Bell Investment Advisors's USHY Position: Q3 2025 in Review

Bell Investment Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2025, closing a stake of 1,934 shares — an estimated $72.5K sold.

Bell Investment Advisors first reported a position in USHY in Q1 2023 and held it in 10 quarters. The position peaked at $179K in Q3 2023. 595 funds tracked by Wall St. Rank hold USHY as of Q3 2025.

Bell Investment Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Bell Investment Advisors sold 1,934 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2025, an estimated $72.5K.
Bell Investment Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2023 and held it in 10 quarters.
Bell Investment Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $179K in Q3 2023.
595 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2025.

Based on Bell Investment Advisors's 13F filing for Q3 2025, filed 21 Nov 2025.