Congress Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Congress Wealth Management’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	$642K	Buy	17,105 +6,974	+69%	+$256K	0.01%	842
2025 Q1	$373K	Buy	10,131 +2,758	+37%	+$102K	﹤0.01%	893
2024 Q4	$271K	Buy	7,373 +4	+0.1%	+$149	﹤0.01%	788
2024 Q3	$277K	Buy	7,369 +46	+0.6%	+$1.7K	﹤0.01%	751
2024 Q2	$266K	Buy	+7,323	New	+$265K	﹤0.01%	642
2024 Q1	–	Sell	-7,686	Closed	-$279K	–	639
2023 Q4	$279K	Sell	7,686 -2,911	-27%	-$102K	0.01%	540
2023 Q3	$368K	Buy	10,597 +2,968	+39%	+$104K	0.01%	498
2023 Q2	$269K	Sell	7,629 -187	-2%	-$6.56K	0.01%	497
2023 Q1	$278K	Sell	7,816 -43	-0.5%	-$1.51K	0.01%	494
2022 Q4	$271K	Sell	7,859 -266	-3%	-$9.19K	0.01%	499
2022 Q3	$273K	Sell	8,125 -123	-1%	-$4.37K	0.01%	483
2022 Q2	$285K	Sell	8,248 -5,102	-38%	-$187K	0.01%	484
2022 Q1	$518K	Sell	13,350 -3,984	-23%	-$157K	0.01%	441
2021 Q4	$714K	Buy	+17,334	New	+$713K	0.01%	413

Other funds holding USHY

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Congress Wealth Management's USHY Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 69% in Q2 2025, buying an estimated $256K and bringing the position to 17,105 shares worth $642K. The position accounts for 0.01% of the portfolio, ranked #842.

Congress Wealth Management first reported a position in USHY in Q4 2021 and has held it in 14 quarters since. The position peaked at $714K in Q4 2021. 577 funds tracked by Wall St. Rank hold USHY as of Q2 2025.

Congress Wealth Management held 17,105 shares of iShares Broad USD High Yield Corporate Bond ETF worth $642K as of Q2 2025.
Congress Wealth Management bought 6,974 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2025, an estimated $256K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #842 holding.
Congress Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and has held it in 14 quarters since.
Congress Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $714K in Q4 2021.
577 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.