Polen Capital Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-26,300
Closed -$968K 130
2024
Q4
$968K Hold
26,300
﹤0.01% 108
2024
Q3
$990K Buy
+26,300
New +$972K ﹤0.01% 105

Other funds holding USHY

Polen Capital Management's USHY Position: Q1 2025 in Review

Polen Capital Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2025, closing a stake of 26,300 shares — an estimated $968K sold.

Polen Capital Management first reported a position in USHY in Q3 2024 and held it in 2 quarters. The position peaked at $990K in Q3 2024. 559 funds tracked by Wall St. Rank hold USHY as of Q1 2025.

  • Polen Capital Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Polen Capital Management sold 26,300 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2025, an estimated $968K.
  • Polen Capital Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2024 and held it in 2 quarters.
  • Polen Capital Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $990K in Q3 2024.
  • 559 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2025.

Based on Polen Capital Management's 13F filing for Q1 2025, filed 12 May 2025.