Catalyst Private Wealth’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Catalyst Private Wealth’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 Q2	–	Sell	-6,134	Closed	-$226K	–	84
2025 Q1	$226K	Buy	+6,134	New	+$227K	0.11%	72
2022 Q1	–	Sell	-5,304	Closed	-$218K	–	85
2021 Q4	$218K	Buy	+5,304	New	+$218K	0.09%	76
2020 Q4	–	Sell	-2,011	Closed	-$79K	–	269
2020 Q3	$79K	Buy	+2,011	New	+$79.4K	0.08%	93

Other funds holding USHY

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Catalyst Private Wealth's USHY Position: Q2 2025 in Review

Catalyst Private Wealth sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2025, closing a stake of 6,134 shares — an estimated $226K sold.

Catalyst Private Wealth first reported a position in USHY in Q3 2020 and held it in 3 quarters. The position peaked at $226K in Q1 2025. 577 funds tracked by Wall St. Rank hold USHY as of Q2 2025.

Catalyst Private Wealth reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Catalyst Private Wealth sold 6,134 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2025, an estimated $226K.
Catalyst Private Wealth first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2020 and held it in 3 quarters.
Catalyst Private Wealth's iShares Broad USD High Yield Corporate Bond ETF position peaked at $226K in Q1 2025.
577 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2025.

Based on Catalyst Private Wealth's 13F filing for Q2 2025, filed 9 Jul 2025.