HUB Investment Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

HUB Investment Partners’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
2024 Q4	–	Sell	-5,867	Closed	-$221K	–	651
2024 Q3	$221K	Buy	5,867 +17	+0.3%	+$628	0.01%	456
2024 Q2	$212K	Sell	5,850 -3,452	-37%	-$125K	0.01%	430
2024 Q1	$340K	Buy	9,302 +12	+0.1%	+$436	0.02%	338
2023 Q4	$338K	Sell	9,290 -357	-4%	-$12.5K	0.02%	291
2023 Q3	$335K	Buy	9,647 +3,580	+59%	+$126K	0.05%	182
2023 Q2	$214K	Buy	+6,067	New	+$213K	0.04%	229
2021 Q2	–	Sell	-10,089	Closed	-$416K	–	258
2021 Q1	$416K	Buy	+10,089	New	+$415K	0.12%	134

Other funds holding USHY

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

HUB Investment Partners's USHY Position: Q4 2024 in Review

HUB Investment Partners sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2024, closing a stake of 5,867 shares — an estimated $221K sold.

HUB Investment Partners first reported a position in USHY in Q1 2021 and held it in 7 quarters. The position peaked at $416K in Q1 2021. 547 funds tracked by Wall St. Rank hold USHY as of Q4 2024.

HUB Investment Partners reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
HUB Investment Partners sold 5,867 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2024, an estimated $221K.
HUB Investment Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
HUB Investment Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $416K in Q1 2021.
547 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2024.

Based on HUB Investment Partners's 13F filing for Q4 2024, filed 11 Feb 2025.