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Carolina Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Carolina Wealth 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
-47
Closed -$1.78K – 290
2025
Q3 		$1.78K Buy
+47
New +$1.76K ﹤0.01% 203

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

Carolina Wealth Advisors's USHY Position: Q4 2025 in Review

Carolina Wealth Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2025, closing a stake of 47 shares — an estimated $1.78K sold.

Carolina Wealth Advisors first reported a position in USHY in Q3 2025 and held it in 1 quarter. The position peaked at $1.78K in Q3 2025. 661 funds tracked by Wall St. Rank hold USHY as of Q4 2025.

  • Carolina Wealth Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 47 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2025, an estimated $1.78K.
  • Carolina Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Carolina Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.78K in Q3 2025.
  • 661 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2025.

Based on Carolina Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.