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

Bigelow 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
Q4 		– Sell
-6,265
Closed -$237K – 154
2025
Q3 		$237K Buy
6,265
+209
+3% +$7.83K 0.1% 146
2025
Q2 		$227K Sell
6,056
-56
-0.9% -$2.05K 0.1% 144
2025
Q1 		$225K Buy
6,112
+58
+1% +$2.15K 0.11% 140
2024
Q4 		$223K Buy
6,054
+678
+13% +$25.2K 0.1% 141
2024
Q3 		$202K Sell
5,376
-585
-10% -$21.6K 0.09% 155
2024
Q2 		$216K Buy
5,961
+109
+2% +$3.94K 0.1% 150
2024
Q1 		$214K Buy
5,852
+1
+0% +$36 0.11% 148
2023
Q4 		$213K Sell
5,851
-378
-6% -$13.3K 0.12% 147
2023
Q3 		$216K Sell
6,229
-775
-11% -$27.2K 0.12% 144
2023
Q2 		$247K Buy
+7,004
New +$246K 0.14% 138
2023
Q1 		– Hold
0
– – – 134

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Bigelow Investment Advisors's USHY Position: Q4 2025 in Review

Bigelow Investment Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2025, closing a stake of 6,265 shares — an estimated $237K sold.

Bigelow Investment Advisors first reported a position in USHY in Q2 2023 and held it in 10 quarters. The position peaked at $247K in Q2 2023. 660 funds tracked by Wall St. Rank hold USHY as of Q4 2025.

  • Bigelow Investment Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Bigelow Investment Advisors sold 6,265 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2025, an estimated $237K.
  • Bigelow Investment Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2023 and held it in 10 quarters.
  • Bigelow Investment Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $247K in Q2 2023.
  • 660 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2025.

Based on Bigelow Investment Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.