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Morris Financial Concepts’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Morris Financial Concepts’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
-61
Closed -$2.25K – 202
2025
Q1 		$2.25K Buy
+61
New +$2.26K ﹤0.01% 193

Other funds holding USHY

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Morris Financial Concepts's USHY Position: Q2 2025 in Review

Morris Financial Concepts sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2025, closing a stake of 61 shares — an estimated $2.25K sold.

Morris Financial Concepts first reported a position in USHY in Q1 2025 and held it in 1 quarter. The position peaked at $2.25K in Q1 2025. 577 funds tracked by Wall St. Rank hold USHY as of Q2 2025.

  • Morris Financial Concepts reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Morris Financial Concepts sold 61 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2025, an estimated $2.25K.
  • Morris Financial Concepts first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Morris Financial Concepts's iShares Broad USD High Yield Corporate Bond ETF position peaked at $2.25K in Q1 2025.
  • 577 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2025.

Based on Morris Financial Concepts's 13F filing for Q2 2025, filed 28 Jul 2025.