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

Heritage 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
Q2 		– Hold
0
– – – 570
2025
Q1 		– Hold
0
– – – 572
2024
Q4 		– Hold
0
– – – 622
2024
Q3 		– Hold
0
– – – 618
2024
Q2 		– Sell
-359
Closed -$13K – 514
2024
Q1 		$13.1K Buy
+359
New +$13K ﹤0.01% 424

Other funds holding USHY

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heritage Wealth Advisors's USHY Position: Q2 2025 in Review

Heritage Wealth Advisors held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q2 2025 at 0 shares worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Heritage Wealth Advisors first reported a position in USHY in Q1 2024 and has held it in 1 quarter since. The position peaked at $13.1K in Q1 2024. 577 funds tracked by Wall St. Rank hold USHY as of Q2 2025.

  • Heritage Wealth Advisors held 0 shares of iShares Broad USD High Yield Corporate Bond ETF worth $8 as of Q2 2025.
  • Heritage Wealth Advisors left its iShares Broad USD High Yield Corporate Bond ETF share count unchanged in Q2 2025.
  • iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2025, its #570 holding.
  • Heritage Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2024 and has held it in 1 quarter since.
  • Heritage Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $13.1K in Q1 2024.
  • 577 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2025.

Based on Heritage Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.