Physician Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Physician Wealth Advisors’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	-476	Closed	-$17.9K	–	2057
2025 Q2	$17.9K	Buy	+476	New	+$17.5K	﹤0.01%	539
2025 Q1	–	Sell	-1,400	Closed	-$51.5K	–	1524
2024 Q4	$51.5K	Buy	+1,400	New	+$52.1K	0.01%	338

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

Physician Wealth Advisors's USHY Position: Q3 2025 in Review

Physician Wealth Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2025, closing a stake of 476 shares — an estimated $17.9K sold.

Physician Wealth Advisors first reported a position in USHY in Q4 2024 and held it in 2 quarters. The position peaked at $51.5K in Q4 2024. 595 funds tracked by Wall St. Rank hold USHY as of Q3 2025.

Physician Wealth Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Physician Wealth Advisors sold 476 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2025, an estimated $17.9K.
Physician Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
Physician Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $51.5K in Q4 2024.
595 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.