NorthRock Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

NorthRock Partners’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	-1,194	Closed	-$44K	–	923
2025 Q1	$44K	Sell	1,194 -360	-23%	-$13.3K	﹤0.01%	692
2024 Q4	$57.2K	Buy	1,554 +31	+2%	+$1.15K	﹤0.01%	650
2024 Q3	$57.3K	Buy	+1,523	New	+$56.3K	﹤0.01%	685
2024 Q2	–	Sell	-5	Closed	-$183	–	862
2024 Q1	$183	Hold	5	–	–	﹤0.01%	813
2023 Q4	$182	Buy	+5	New	+$175	﹤0.01%	750

Other funds holding USHY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

NorthRock Partners's USHY Position: Q2 2025 in Review

NorthRock Partners sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2025, closing a stake of 1,194 shares — an estimated $44K sold.

NorthRock Partners first reported a position in USHY in Q4 2023 and held it in 5 quarters. The position peaked at $57.3K in Q3 2024. 577 funds tracked by Wall St. Rank hold USHY as of Q2 2025.

NorthRock Partners reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 1,194 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2025, an estimated $44K.
NorthRock Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2023 and held it in 5 quarters.
NorthRock Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $57.3K in Q3 2024.
577 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.