Personal CFO Solutions’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Personal CFO 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 Q3	–	Sell	-6,444	Closed	-$242K	–	527
2025 Q2	$242K	Buy	+6,444	New	+$236K	0.04%	399
2022 Q1	–	Sell	-8,667	Closed	-$357K	–	517
2021 Q4	$357K	Buy	8,667 +122	+1%	+$5.02K	0.07%	272
2021 Q3	$355K	Sell	8,545 -323	-4%	-$13.4K	0.07%	249
2021 Q2	$370K	Buy	8,868 +875	+11%	+$36.1K	0.08%	237
2021 Q1	$329K	Buy	7,993 +23	+0.3%	+$947	0.07%	236
2020 Q4	$329K	Buy	7,970 +433	+6%	+$17.5K	0.08%	223
2020 Q3	$0	Buy	+7,537	New	+$298K	﹤0.01%	319
2020 Q2	–	Sell	-25,873	Closed	-$918K	–	353
2020 Q1	$918K	Buy	+25,873	New	+$1.02M	0.33%	69

Other funds holding USHY

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 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

CMF

Counterpoint Mutual Funds San Diego, California $666M AUM 13.83% 1-Year Est. Return

Personal CFO Solutions's USHY Position: Q3 2025 in Review

Personal CFO Solutions sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2025, closing a stake of 6,444 shares — an estimated $242K sold.

Personal CFO Solutions first reported a position in USHY in Q1 2020 and held it in 8 quarters. The position peaked at $918K in Q1 2020. 595 funds tracked by Wall St. Rank hold USHY as of Q3 2025.

Personal CFO Solutions reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Personal CFO Solutions sold 6,444 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2025, an estimated $242K.
Personal CFO Solutions first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2020 and held it in 8 quarters.
Personal CFO Solutions's iShares Broad USD High Yield Corporate Bond ETF position peaked at $918K in Q1 2020.
595 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2025.

Based on Personal CFO Solutions's 13F filing for Q3 2025, filed 10 Nov 2025.