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Orion Portfolio Solutions’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Orion Portfolio Solutions’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 		$2.9M Buy
78,802
+13,700
+21% +$508K 0.03% 544
2024
Q4 		$2.4M Buy
65,102
+7,322
+13% +$272K 0.02% 609
2024
Q3 		$2.18M Buy
57,780
+7,238
+14% +$267K 0.02% 647
2024
Q2 		$1.83M Buy
50,542
+11,360
+29% +$411K 0.02% 679
2024
Q1 		$1.43M Sell
39,182
-10,351
-21% -$376K 0.02% 814
2023
Q4 		$1.79M Buy
49,533
+25,962
+110% +$910K 0.02% 688
2023
Q3 		$818K Sell
23,571
-2,073
-8% -$72.8K 0.01% 1016
2023
Q2 		$905K Buy
+25,644
New +$899K 0.01% 988
2023
Q1 		– Sell
-37,071
Closed -$1.28M – 1613
2022
Q4 		$1.28M Sell
37,071
-647
-2% -$22.4K 0.04% 259
2022
Q3 		$1.27M Buy
37,718
+20,348
+117% +$723K 0.05% 215
2022
Q2 		$601K Sell
17,370
-1,576
-8% -$57.8K 0.02% 359
2022
Q1 		$736K Sell
18,946
-1,732
-8% -$68.4K 0.03% 325
2021
Q4 		$852K Sell
20,678
-1,072
-5% -$44.1K 0.03% 308
2021
Q3 		$903K Buy
21,750
+1,224
+6% +$50.9K 0.03% 270
2021
Q2 		$856K Buy
20,526
+346
+2% +$14.3K 0.03% 257
2021
Q1 		$831K Buy
20,180
+666
+3% +$27.4K 0.04% 236
2020
Q4 		$805K Sell
19,514
-1,229
-6% -$49.6K 0.04% 228
2020
Q3 		$819K Buy
20,743
+20,701
+49,288% +$818K 0.04% 204
2020
Q2 		$2K Sell
42
-397
-90% -$14.8K ﹤0.01% 1837
2020
Q1 		$16K Buy
439
+363
+478% +$14.3K ﹤0.01% 917
2019
Q4 		$3K Buy
+76
New +$3.1K ﹤0.01% 1446

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

Orion Portfolio Solutions's USHY Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 21% in Q1 2025, buying an estimated $508K and bringing the position to 78,802 shares worth $2.9M. The position accounts for 0.03% of the portfolio, ranked #544.

Orion Portfolio Solutions first reported a position in USHY in Q4 2019 and has held it in 21 quarters since. 559 funds tracked by Wall St. Rank hold USHY as of Q1 2025.

  • Orion Portfolio Solutions held 78,802 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2.9M as of Q1 2025.
  • Orion Portfolio Solutions bought 13,700 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2025, an estimated $508K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #544 holding.
  • Orion Portfolio Solutions first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.