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

Lowe 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 Q3	$2.8K	Buy	+74	New	+$2.77K	﹤0.01%	325

Other funds holding USHY

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IMPI

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

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

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

CMF

Counterpoint Mutual Funds San Diego, California $666M AUM 13.83% 1-Year Est. Return

Lowe Wealth Advisors's USHY Position: Q3 2025 in Review

Lowe Wealth Advisors opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2025: 74 shares worth $2.8K. The stake represents ﹤0.01% of the portfolio and ranks #325 among its holdings.

595 funds tracked by Wall St. Rank hold USHY as of Q3 2025.

Lowe Wealth Advisors held 74 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2.8K as of Q3 2025.
iShares Broad USD High Yield Corporate Bond ETF was a new Lowe Wealth Advisors position in Q3 2025.
iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #325 holding.
595 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.