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

Lifeworks 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
Q1 		– Sell
-8,488
Closed -$312K – 336
2024
Q4 		$312K Buy
8,488
+1,058
+14% +$39.3K 0.06% 229
2024
Q3 		$280K Buy
+7,430
New +$275K 0.06% 236

Other funds holding USHY

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lifeworks Advisors's USHY Position: Q1 2025 in Review

Lifeworks Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2025, closing a stake of 8,488 shares — an estimated $312K sold.

Lifeworks Advisors first reported a position in USHY in Q3 2024 and held it in 2 quarters. The position peaked at $312K in Q4 2024. 559 funds tracked by Wall St. Rank hold USHY as of Q1 2025.

  • Lifeworks Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 8,488 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2025, an estimated $312K.
  • Lifeworks Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2024 and held it in 2 quarters.
  • Lifeworks Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $312K in Q4 2024.
  • 559 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2025.

Based on Lifeworks Advisors's 13F filing for Q1 2025, filed 6 May 2025.