Richard W. Paul & Associates’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Richard W. Paul & Associates’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 Q4	–	Sell	-31	Closed	-$1.17K	–	323
2025 Q3	$1.17K	Hold	31	–	–	﹤0.01%	300
2025 Q2	$1.16K	Hold	31	–	–	﹤0.01%	317
2025 Q1	$1.14K	Hold	31	–	–	﹤0.01%	317
2024 Q4	$1.14K	Hold	31	–	–	﹤0.01%	455
2024 Q3	$1.17K	Hold	31	–	–	﹤0.01%	446
2024 Q2	$1.13K	Hold	31	–	–	﹤0.01%	453
2024 Q1	$1.13K	Hold	31	–	–	﹤0.01%	460
2023 Q4	$1.13K	Hold	31	–	–	﹤0.01%	448
2023 Q3	$1.08K	Hold	31	–	–	﹤0.01%	439
2023 Q2	$1.09K	Sell	31 -25	-45%	-$877	﹤0.01%	474
2023 Q1	$1.99K	Sell	56 -2	-3%	-$70	﹤0.01%	434
2022 Q4	$2K	Buy	+58	New	+$2K	﹤0.01%	425

Other funds holding USHY

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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

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

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

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Richard W. Paul & Associates's USHY Position: Q4 2025 in Review

Richard W. Paul & Associates sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2025, closing a stake of 31 shares — an estimated $1.17K sold.

Richard W. Paul & Associates first reported a position in USHY in Q4 2022 and held it in 12 quarters. The position peaked at $2K in Q4 2022. 661 funds tracked by Wall St. Rank hold USHY as of Q4 2025.

Richard W. Paul & Associates reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 31 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2025, an estimated $1.17K.
Richard W. Paul & Associates first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2022 and held it in 12 quarters.
Richard W. Paul & Associates's iShares Broad USD High Yield Corporate Bond ETF position peaked at $2K in Q4 2022.
661 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2025.

Based on Richard W. Paul & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.