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Emergent Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Emergent Wealth Advisors’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
-5,505
Closed -$203K – 119
2024
Q4 		$203K Sell
5,505
-1,491
-21% -$55.5K 0.15% 111
2024
Q3 		$263K Sell
6,996
-7,665
-52% -$283K 0.19% 87
2024
Q2 		$532K Buy
14,661
+2,750
+23% +$99.4K 0.43% 47
2024
Q1 		$436K Buy
+11,911
New +$433K 0.38% 51

Other funds holding USHY

PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Emergent Wealth Advisors's USHY Position: Q1 2025 in Review

Emergent Wealth Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2025, closing a stake of 5,505 shares — an estimated $203K sold.

Emergent Wealth Advisors first reported a position in USHY in Q1 2024 and held it in 4 quarters. The position peaked at $532K in Q2 2024. 560 funds tracked by Wall St. Rank hold USHY as of Q1 2025.

  • Emergent Wealth Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Emergent Wealth Advisors sold 5,505 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2025, an estimated $203K.
  • Emergent Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2024 and held it in 4 quarters.
  • Emergent Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $532K in Q2 2024.
  • 560 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2025.

Based on Emergent Wealth Advisors's 13F filing for Q1 2025, filed 31 Oct 2025.