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Legacy Edge Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Legacy Edge 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 		– Sell
-16,100
Closed -$593K – 207
2025
Q1 		$593K Sell
16,100
-11,845
-42% -$439K 0.09% 95
2024
Q4 		$1.03M Sell
27,945
-4,543
-14% -$169K 0.16% 68
2024
Q3 		$1.22M Buy
32,488
+7,640
+31% +$282K 0.2% 64
2024
Q2 		$901K Buy
24,848
+12,242
+97% +$443K 0.17% 72
2024
Q1 		$461K Buy
12,606
+1,975
+19% +$71.8K 0.1% 97
2023
Q4 		$386K Buy
+10,631
New +$373K 0.09% 109

Other funds holding USHY

PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Legacy Edge Advisors's USHY Position: Q2 2025 in Review

Legacy Edge Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2025, closing a stake of 16,100 shares — an estimated $593K sold.

Legacy Edge Advisors first reported a position in USHY in Q4 2023 and held it in 6 quarters. The position peaked at $1.22M in Q3 2024. 577 funds tracked by Wall St. Rank hold USHY as of Q2 2025.

  • Legacy Edge Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Edge Advisors sold 16,100 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2025, an estimated $593K.
  • Legacy Edge Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
  • Legacy Edge Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.22M in Q3 2024.
  • 577 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2025.

Based on Legacy Edge Advisors's 13F filing for Q2 2025, filed 17 Aug 2026.