Focus Partners Wealth
USHY icon

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

Focus Partners Wealth’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
2026
Q1 		$1.67M Sell
44,112
-72,270
-62% -$2.69M ﹤0.01% 1397
2025
Q4 		$4.36M Buy
116,382
+34,226
+42% +$1.28M 0.01% 988
2025
Q3 		$3.1M Sell
82,156
-62,665
-43% -$2.35M 0.01% 891
2025
Q2 		$5.43M Buy
144,821
+41,777
+41% +$1.53M 0.01% 653
2025
Q1 		$3.79M Buy
103,044
+1,668
+2% +$61.9K 0.01% 704
2024
Q4 		$3.73M Sell
101,376
-108,105
-52% -$4.02M 0.01% 690
2024
Q3 		$3.42M Buy
209,481
+158,876
+314% +$5.87M 0.01% 650
2024
Q2 		$1.84M Sell
50,605
-91,845
-64% -$3.32M 0.01% 668
2024
Q1 		$5.21M Buy
142,450
+50,261
+55% +$1.83M 0.04% 316
2023
Q4 		$3.35M Buy
+92,189
New +$3.23M 0.04% 279

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16.9B AUM 31.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return