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

ORG 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 Q4	$52.4K	Buy	1,401 +47	+3%	+$1.76K	0.01%	573
2025 Q3	$51.1K	Sell	1,354 -50	-4%	-$1.87K	0.01%	577
2025 Q2	$52.3K	Sell	1,404 -1,173	-46%	-$43K	0.01%	530
2025 Q1	$94.5K	Sell	2,577 -24	-0.9%	-$890	0.02%	395
2024 Q4	$95.7K	Buy	2,601 +423	+19%	+$15.7K	0.01%	438
2024 Q3	$82K	Sell	2,178 -42	-2%	-$1.55K	0.01%	422
2024 Q2	$80.1K	Buy	+2,220	New	+$80.3K	0.01%	670
2024 Q1	–	Sell	-2,531	Closed	-$92K	–	1067
2023 Q4	$92K	Buy	2,531 +295	+13%	+$10.3K	0.02%	415
2023 Q3	$77.6K	Sell	2,236 -290	-11%	-$10.2K	0.02%	450
2023 Q2	$89.1K	Buy	+2,526	New	+$88.6K	0.01%	551

Other funds holding USHY

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

BlackRock New York $5.72T AUM 30.48% 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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

ORG Partners's USHY Position: Q4 2025 in Review

ORG Partners increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 3.5% in Q4 2025, buying an estimated $1.76K and bringing the position to 1,401 shares worth $52.4K. The position accounts for 0.01% of the portfolio, ranked #573.

ORG Partners first reported a position in USHY in Q2 2023 and has held it in 10 quarters since. The position peaked at $95.7K in Q4 2024. 660 funds tracked by Wall St. Rank hold USHY as of Q4 2025.

ORG Partners held 1,401 shares of iShares Broad USD High Yield Corporate Bond ETF worth $52.4K as of Q4 2025.
ORG Partners bought 47 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2025, an estimated $1.76K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of ORG Partners's portfolio in Q4 2025, its #573 holding.
ORG Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $95.7K in Q4 2024.
660 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.