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Root Financial Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Root Financial Partners’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
-297
Closed -$11.2K – 2529
2025
Q3 		$11.2K Buy
+297
New +$11.1K ﹤0.01% 1408

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Northern Trust
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Root Financial Partners's USHY Position: Q4 2025 in Review

Root Financial Partners sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2025, closing a stake of 297 shares — an estimated $11.2K sold.

Root Financial Partners first reported a position in USHY in Q3 2025 and held it in 1 quarter. The position peaked at $11.2K in Q3 2025. 661 funds tracked by Wall St. Rank hold USHY as of Q4 2025.

  • Root Financial Partners reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 297 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2025, an estimated $11.2K.
  • Root Financial Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $11.2K in Q3 2025.
  • 661 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.