HFO
USHY icon

Heritage Family Offices’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Heritage Family Offices’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 		$6.17M Sell
167,572
-70,188
-30% -$2.62M 2.74% 6
2025
Q4 		$8.89M Buy
237,760
+1,720
+0.7% +$64.4K 4.04% 4
2025
Q3 		$8.92M Sell
236,040
-15,427
-6% -$578K 4.15% 4
2025
Q2 		$9.25M Buy
251,467
+43
+0% +$1.58K 4.68% 3
2025
Q1 		$9.25M Sell
251,424
-5,531
-2% -$205K 4.73% 3
2024
Q4 		$9.45M Buy
256,955
+13,981
+6% +$520K 4.72% 4
2024
Q3 		$9.15M Buy
242,974
+1,927
+0.8% +$71.2K 4.72% 4
2024
Q2 		$8.75M Buy
+241,047
New +$8.72M 4.85% 4

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