Plante Moran Financial Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Plante Moran Financial 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 Q2	–	Sell	-20	Closed	-$736	–	861
2025 Q1	$736	Buy	+20	New	+$742	﹤0.01%	735
2024 Q2	–	Sell	-125	Closed	-$4.57K	–	888
2024 Q1	$4.57K	Buy	+125	New	+$4.54K	﹤0.01%	695
2021 Q3	–	Sell	-32	Closed	-$1.33K	–	1022
2021 Q2	$1K	Buy	+32	New	+$1.32K	﹤0.01%	928
2021 Q1	–	Sell	-49	Closed	-$2K	–	1131
2020 Q4	$2K	Buy	49 +28	+133%	+$1.13K	﹤0.01%	795
2020 Q3	$1K	Buy	21 +4	+24%	+$158	﹤0.01%	826
2020 Q2	$1K	Buy	+17	New	+$635	﹤0.01%	727
2019 Q4	–	Sell	-4	Closed	–	–	905
2019 Q3	$0	Buy	4 +1	+33%	+$41	﹤0.01%	914
2019 Q2	$0	Buy	+3	New	+$122	﹤0.01%	845

Other funds holding USHY

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Plante Moran Financial Advisors's USHY Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2025, closing a stake of 20 shares — an estimated $736 sold.

Plante Moran Financial Advisors first reported a position in USHY in Q2 2019 and held it in 8 quarters. The position peaked at $4.57K in Q1 2024. 577 funds tracked by Wall St. Rank hold USHY as of Q2 2025.

Plante Moran Financial Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 20 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2025, an estimated $736.
Plante Moran Financial Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2019 and held it in 8 quarters.
Plante Moran Financial Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $4.57K in Q1 2024.
577 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.