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Everhart Financial Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Everhart Financial Group’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
Q3 		– Sell
-6,420
Closed -$241K – 401
2025
Q2 		$241K Sell
6,420
-194
-3% -$7.11K 0.03% 307
2025
Q1 		$243K Buy
+6,614
New +$245K 0.03% 295

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Bank of America
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IMPI
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Goldman Sachs
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $666M AUM 13.83% 1-Year Est. Return

Everhart Financial Group's USHY Position: Q3 2025 in Review

Everhart Financial Group sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2025, closing a stake of 6,420 shares — an estimated $241K sold.

Everhart Financial Group first reported a position in USHY in Q1 2025 and held it in 2 quarters. The position peaked at $243K in Q1 2025. 595 funds tracked by Wall St. Rank hold USHY as of Q3 2025.

  • Everhart Financial Group reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Everhart Financial Group sold 6,420 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2025, an estimated $241K.
  • Everhart Financial Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2025 and held it in 2 quarters.
  • Everhart Financial Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $243K in Q1 2025.
  • 595 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2025.

Based on Everhart Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.