PG
USHY icon

Patten Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Patten Group’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
2026
Q1 		$244K Buy
6,619
+265
+4% +$9.88K 0.04% 275
2025
Q4 		$238K Sell
6,354
-1
-0% -$37 0.04% 279
2025
Q3 		$240K Hold
6,355
– – 0.05% 260
2025
Q2 		$238K Hold
6,355
– – 0.05% 241
2025
Q1 		$234K Hold
6,355
– – 0.05% 242
2024
Q4 		$234K Sell
6,355
-50
-0.8% -$1.86K 0.05% 243
2024
Q3 		$241K Sell
6,405
-196
-3% -$7.24K 0.05% 237
2024
Q2 		$239K Sell
6,601
-9,405
-59% -$340K 0.06% 236
2024
Q1 		$586K Sell
16,006
-945
-6% -$34.3K 0.14% 156
2023
Q4 		$616K Sell
16,951
-859
-5% -$30.1K 0.17% 144
2023
Q3 		$618K Sell
17,810
-3,429
-16% -$120K 0.18% 142
2023
Q2 		$750K Buy
21,239
+101
+0.5% +$3.54K 0.21% 128
2023
Q1 		$751K Sell
21,138
-1,894
-8% -$66.6K 0.23% 131
2022
Q4 		$795K Buy
23,032
+6,247
+37% +$216K 0.25% 118
2022
Q3 		$569K Buy
+16,785
New +$597K 0.2% 138

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16.9B AUM 31.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return