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Financial Advocates Investment Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Financial Advocates Investment 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
Q3 		$652K Sell
17,255
-1,392
-7% -$52.2K 0.37% 69
2025
Q2 		$699K Sell
18,647
-299
-2% -$11K 0.06% 286
2025
Q1 		$697K Buy
+18,946
New +$703K 0.05% 359
2022
Q3 		– Sell
-6,110
Closed -$212K – 835
2022
Q2 		$212K Sell
6,110
-3,670
-38% -$135K 0.02% 608
2022
Q1 		$380K Sell
9,780
-29,482
-75% -$1.17M 0.03% 513
2021
Q4 		$1.62M Buy
39,262
+9,277
+31% +$381K 0.1% 234
2021
Q3 		$1.24M Buy
29,985
+7,104
+31% +$295K 0.08% 271
2021
Q2 		$955K Buy
22,881
+1,953
+9% +$80.7K 0.06% 327
2021
Q1 		$862K Buy
20,928
+1,651
+9% +$68K 0.06% 355
2020
Q4 		$795K Buy
19,277
+6,163
+47% +$249K 0.05% 350
2020
Q3 		$518K Buy
13,114
+923
+8% +$36.5K 0.04% 374
2020
Q2 		$476K Buy
12,191
+3,718
+44% +$139K 0.05% 368
2020
Q1 		$301K Buy
8,473
+3,094
+58% +$122K 0.04% 354
2019
Q4 		$221K Buy
+5,379
New +$219K 0.02% 461

Other funds holding USHY

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Financial Advocates Investment Management's USHY Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 7.5% in Q3 2025, selling an estimated $52.2K and leaving 17,255 shares worth $652K. The position accounts for 0.37% of the portfolio, ranked #69.

Financial Advocates Investment Management first reported a position in USHY in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.62M in Q4 2021. 595 funds tracked by Wall St. Rank hold USHY as of Q3 2025.

  • Financial Advocates Investment Management held 17,255 shares of iShares Broad USD High Yield Corporate Bond ETF worth $652K as of Q3 2025.
  • Financial Advocates Investment Management sold 1,392 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2025, an estimated $52.2K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.37% of Financial Advocates Investment Management's portfolio in Q3 2025, its #69 holding.
  • Financial Advocates Investment Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2019 and has held it in 14 quarters since.
  • Financial Advocates Investment Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.62M in Q4 2021.
  • 595 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.