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

Marshall & Sterling 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 Q4	–	Sell	-2	Closed	-$41	–	613
2025 Q3	$41	Hold	2	–	–	﹤0.01%	643
2025 Q2	$40	Sell	2 -191	-99%	-$7K	﹤0.01%	628
2025 Q1	$7.11K	Buy	+193	New	+$7.16K	﹤0.01%	391

Other funds holding USHY

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Marshall & Sterling Wealth Advisors's USHY Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2025, closing a stake of 2 shares — an estimated $41 sold.

Marshall & Sterling Wealth Advisors first reported a position in USHY in Q1 2025 and held it in 3 quarters. The position peaked at $7.11K in Q1 2025. 661 funds tracked by Wall St. Rank hold USHY as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 2 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2025, an estimated $41.
Marshall & Sterling Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2025 and held it in 3 quarters.
Marshall & Sterling Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $7.11K in Q1 2025.
661 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.