Blue Edge Capital’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Blue Edge Capital’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 Q1	–	Sell	-103,069	Closed	-$3.79M	–	111
2024 Q4	$3.79M	Sell	103,069 -2,193	-2%	-$81.6K	0.6%	47
2024 Q3	$3.96M	Buy	105,262 +620	+0.6%	+$22.9K	0.62%	46
2024 Q2	$3.8M	Buy	104,642 +1,894	+2%	+$68.5K	0.63%	48
2024 Q1	$3.76M	Buy	102,748 +1,382	+1%	+$50.2K	0.63%	49
2023 Q4	$3.68M	Sell	101,366 -36	-0%	-$1.26K	0.69%	47
2023 Q3	$3.52M	Buy	+101,402	New	+$3.56M	0.74%	41

Other funds holding USHY

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blue Edge Capital's USHY Position: Q1 2025 in Review

Blue Edge Capital sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2025, closing a stake of 103,069 shares — an estimated $3.79M sold.

Blue Edge Capital first reported a position in USHY in Q3 2023 and held it in 6 quarters. The position peaked at $3.96M in Q3 2024. 559 funds tracked by Wall St. Rank hold USHY as of Q1 2025.

Blue Edge Capital reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Blue Edge Capital sold 103,069 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2025, an estimated $3.79M.
Blue Edge Capital first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2023 and held it in 6 quarters.
Blue Edge Capital's iShares Broad USD High Yield Corporate Bond ETF position peaked at $3.96M in Q3 2024.
559 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2025.

Based on Blue Edge Capital's 13F filing for Q1 2025, filed 13 May 2025.