CFS Investment Advisory Services’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

CFS Investment Advisory Services’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	-7,257	Closed	-$267K	–	340
2025 Q1	$267K	Buy	+7,257	New	+$269K	0.02%	275
2022 Q4	–	Sell	-60,482	Closed	-$2K	–	259
2022 Q3	$2K	Buy	+60,482	New	+$2.15M	﹤0.01%	173
2022 Q2	–	Sell	-532,499	Closed	-$14K	–	511
2022 Q1	$14K	Buy	+532,499	New	+$21M	0.06%	140

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

CFS Investment Advisory Services's USHY Position: Q2 2025 in Review

CFS Investment Advisory Services sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2025, closing a stake of 7,257 shares — an estimated $267K sold.

CFS Investment Advisory Services first reported a position in USHY in Q1 2022 and held it in 3 quarters. The position peaked at $267K in Q1 2025. 577 funds tracked by Wall St. Rank hold USHY as of Q2 2025.

CFS Investment Advisory Services reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
CFS Investment Advisory Services sold 7,257 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2025, an estimated $267K.
CFS Investment Advisory Services first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
CFS Investment Advisory Services's iShares Broad USD High Yield Corporate Bond ETF position peaked at $267K 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 CFS Investment Advisory Services's 13F filing for Q2 2025, filed 11 Aug 2025.