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Keystone Wealth Services’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Keystone Wealth Services’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
Q4 		– Sell
-12,260
Closed -$463K – 314
2025
Q3 		$463K Buy
+12,260
New +$459K 0.1% 195

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Northern Trust
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Bank of America
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BlackRock
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Goldman Sachs
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Keystone Wealth Services's USHY Position: Q4 2025 in Review

Keystone Wealth Services sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2025, closing a stake of 12,260 shares — an estimated $463K sold.

Keystone Wealth Services first reported a position in USHY in Q3 2025 and held it in 1 quarter. The position peaked at $463K in Q3 2025. 661 funds tracked by Wall St. Rank hold USHY as of Q4 2025.

  • Keystone Wealth Services reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Keystone Wealth Services sold 12,260 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2025, an estimated $463K.
  • Keystone Wealth Services first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Keystone Wealth Services's iShares Broad USD High Yield Corporate Bond ETF position peaked at $463K in Q3 2025.
  • 661 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2025.

Based on Keystone Wealth Services's 13F filing for Q4 2025, filed 26 Jan 2026.