Spectrum Wealth Counsel’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Spectrum Wealth Counsel’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 Q1	–	Sell	-39,455	Closed	-$1.45M	–	394
2024 Q4	$1.45M	Buy	39,455 +12,428	+46%	+$462K	0.17%	71
2024 Q3	$1.02M	Buy	27,027 +7,124	+36%	+$263K	0.12%	75
2024 Q2	$722K	Sell	19,903 -4,694	-19%	-$170K	0.09%	76
2024 Q1	$900K	Sell	24,597 -4,518	-16%	-$164K	0.11%	84
2023 Q4	$1.06M	Buy	+29,115	New	+$1.02M	0.15%	78

Other funds holding USHY

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spectrum Wealth Counsel's USHY Position: Q1 2025 in Review

Spectrum Wealth Counsel sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2025, closing a stake of 39,455 shares — an estimated $1.45M sold.

Spectrum Wealth Counsel first reported a position in USHY in Q4 2023 and held it in 5 quarters. The position peaked at $1.45M in Q4 2024. 559 funds tracked by Wall St. Rank hold USHY as of Q1 2025.

Spectrum Wealth Counsel reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Spectrum Wealth Counsel sold 39,455 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2025, an estimated $1.45M.
Spectrum Wealth Counsel first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2023 and held it in 5 quarters.
Spectrum Wealth Counsel's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.45M in Q4 2024.
559 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.