Castleview Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Castleview Partners’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	-1,403	Closed	-$51.7K	–	546
2024 Q4	$51.7K	Buy	1,403 +20	+1%	+$744	0.03%	337
2024 Q3	$52.1K	Buy	1,383 +603	+77%	+$22.3K	0.03%	319
2024 Q2	$28.3K	Sell	780 -784	-50%	-$28.3K	0.02%	398
2024 Q1	$57.2K	Buy	1,564 +7	+0.4%	+$254	0.03%	335
2023 Q4	$56.6K	Buy	+1,557	New	+$54.6K	0.04%	281
2022 Q1	–	Sell	-37,235	Closed	-$904	–	1013
2021 Q4	$904	Buy	+37,235	New	+$1.53M	0.01%	416
2021 Q2	$49K	Buy	+1,180	New	+$48.7K	0.02%	421

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

Castleview Partners's USHY Position: Q1 2025 in Review

Castleview Partners sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2025, closing a stake of 1,403 shares — an estimated $51.7K sold.

Castleview Partners first reported a position in USHY in Q2 2021 and held it in 7 quarters. The position peaked at $57.2K in Q1 2024. 559 funds tracked by Wall St. Rank hold USHY as of Q1 2025.

Castleview Partners reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 1,403 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2025, an estimated $51.7K.
Castleview Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2021 and held it in 7 quarters.
Castleview Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $57.2K in Q1 2024.
559 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.