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

Daymark Wealth 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 Q4	–	Sell	-5,806	Closed	-$219K	–	631
2025 Q3	$219K	Sell	5,806 -129	-2%	-$4.83K	0.01%	575
2025 Q2	$223K	Buy	+5,935	New	+$218K	0.01%	520
2023 Q2	–	Sell	-6,328	Closed	-$225K	–	386
2023 Q1	$225K	Buy	+6,328	New	+$223K	0.03%	270

Other funds holding USHY

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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

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

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

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Daymark Wealth Partners's USHY Position: Q4 2025 in Review

Daymark Wealth Partners sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2025, closing a stake of 5,806 shares — an estimated $219K sold.

Daymark Wealth Partners first reported a position in USHY in Q1 2023 and held it in 3 quarters. The position peaked at $225K in Q1 2023. 661 funds tracked by Wall St. Rank hold USHY as of Q4 2025.

Daymark Wealth Partners reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Daymark Wealth Partners sold 5,806 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2025, an estimated $219K.
Daymark Wealth Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
Daymark Wealth Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $225K in Q1 2023.
661 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2025.

Based on Daymark Wealth Partners's 13F filing for Q4 2025, filed 12 Jan 2026.