PFG Private Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

PFG Private Wealth Management’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	-223	Closed	-$8.21K	–	240
2025 Q1	$8.21K	Sell	223 -17	-7%	-$630	﹤0.01%	163
2024 Q4	$8.83K	Hold	240	–	–	0.01%	140
2024 Q3	$9.04K	Hold	240	–	–	0.01%	142
2024 Q2	$8.71K	Hold	240	–	–	0.01%	141
2024 Q1	$8.78K	Hold	240	–	–	0.01%	138
2023 Q4	$8.72K	Hold	240	–	–	0.01%	144
2023 Q3	$8.33K	Hold	240	–	–	0.01%	193
2023 Q2	$8.47K	Hold	240	–	–	0.01%	218
2023 Q1	$8.53K	Sell	240 -1,700	-88%	-$59.8K	0.01%	210
2022 Q4	$67K	Hold	1,940	–	–	0.04%	125
2022 Q3	$65K	Sell	1,940 -246,160	-99%	-$8.75M	0.04%	129
2022 Q2	$8.59M	Sell	248,100 -18,272	-7%	-$670K	4.82%	5
2022 Q1	$10.4M	Buy	266,372 +18,282	+7%	+$722K	5.32%	5
2021 Q4	$10.2M	Buy	+248,090	New	+$10.2M	5.28%	5

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

PFG Private Wealth Management's USHY Position: Q2 2025 in Review

PFG Private Wealth Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2025, closing a stake of 223 shares — an estimated $8.21K sold.

PFG Private Wealth Management first reported a position in USHY in Q4 2021 and held it in 14 quarters. The position peaked at $10.4M in Q1 2022. 577 funds tracked by Wall St. Rank hold USHY as of Q2 2025.

PFG Private Wealth Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 223 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2025, an estimated $8.21K.
PFG Private Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and held it in 14 quarters.
PFG Private Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $10.4M in Q1 2022.
577 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.