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

Marcum Wealth’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 		$1.77M Buy
48,138
+2,509
+5% +$93K 0.15% 73
2024
Q4 		$1.68M Sell
45,629
-12,890
-22% -$479K 0.15% 72
2024
Q3 		$2.2M Buy
58,519
+16,235
+38% +$600K 0.2% 53
2024
Q2 		$1.53M Buy
42,284
+1,410
+3% +$51K 0.15% 70
2024
Q1 		$1.5M Sell
40,874
-3,001
-7% -$109K 0.15% 72
2023
Q4 		$1.59M Sell
43,875
-11,433
-21% -$401K 0.17% 65
2023
Q3 		$1.92M Buy
55,308
+1,968
+4% +$69.1K 0.23% 43
2023
Q2 		$1.88M Buy
53,340
+4,963
+10% +$174K 0.22% 47
2023
Q1 		$1.72M Sell
48,377
-18,265
-27% -$642K 0.21% 51
2022
Q4 		$2.3M Buy
66,642
+33,576
+102% +$1.16M 0.31% 33
2022
Q3 		$1.11M Buy
33,066
+547
+2% +$19.4K 0.17% 72
2022
Q2 		$1.13M Buy
32,519
+2,509
+8% +$92K 0.17% 77
2022
Q1 		$1.17M Buy
30,010
+2,942
+11% +$116K 0.16% 84
2021
Q4 		$1.11M Buy
27,068
+1,115
+4% +$45.8K 0.16% 93
2021
Q3 		$1.08M Buy
25,953
+1,054
+4% +$43.8K 0.17% 86
2021
Q2 		$1.04M Buy
24,899
+2,468
+11% +$102K 0.17% 86
2021
Q1 		$924K Buy
+22,431
New +$923K 0.15% 100

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

Marcum Wealth's USHY Position: Q1 2025 in Review

Marcum Wealth increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 5.5% in Q1 2025, buying an estimated $93K and bringing the position to 48,138 shares worth $1.77M. The position accounts for 0.15% of the portfolio, ranked #73.

Marcum Wealth first reported a position in USHY in Q1 2021 and has held it in 17 quarters since. The position peaked at $2.3M in Q4 2022. 559 funds tracked by Wall St. Rank hold USHY as of Q1 2025.

  • Marcum Wealth held 48,138 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.77M as of Q1 2025.
  • Marcum Wealth bought 2,509 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2025, an estimated $93K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.15% of Marcum Wealth's portfolio in Q1 2025, its #73 holding.
  • Marcum Wealth first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's iShares Broad USD High Yield Corporate Bond ETF position peaked at $2.3M in Q4 2022.
  • 559 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.