Stephens Consulting’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Stephens Consulting’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	$3.67K	Buy	+98	New	+$3.67K	﹤0.01%	312
2025 Q2	–	Sell	-294	Closed	-$10.8K	–	1978
2025 Q1	$10.8K	Buy	294 +3	+1%	+$111	﹤0.01%	317
2024 Q4	$10.7K	Buy	291 +7	+2%	+$260	﹤0.01%	340
2024 Q3	$10.7K	Buy	284 +5	+2%	+$185	﹤0.01%	331
2024 Q2	$10.1K	Buy	279 +4	+1%	+$145	﹤0.01%	341
2024 Q1	$10K	Buy	275 +4	+1%	+$145	﹤0.01%	313
2023 Q4	$9.86K	Buy	271 +6	+2%	+$210	﹤0.01%	314
2023 Q3	$9.21K	Buy	265 +4	+2%	+$141	﹤0.01%	318
2023 Q2	$9.21K	Buy	261 +4	+2%	+$140	﹤0.01%	320
2023 Q1	$9.12K	Buy	257 +4	+2%	+$141	0.01%	331
2022 Q4	$8.75K	Buy	253 +5	+2%	+$173	0.01%	316
2022 Q3	$8.34K	Buy	248 +3	+1%	+$107	0.01%	356
2022 Q2	$8.47K	Buy	245 +4	+2%	+$147	0.01%	349
2022 Q1	$9.37K	Buy	241 +2	+0.8%	+$79	0.01%	363
2021 Q4	$9.85K	Buy	+239	New	+$9.83K	0.01%	400

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

Stephens Consulting's USHY Position: Q4 2025 in Review

Stephens Consulting opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2025: 98 shares worth $3.67K. The stake represents ﹤0.01% of the portfolio and ranks #312 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in USHY as recently as Q1 2025.

Stephens Consulting first reported a position in USHY in Q4 2021 and has held it in 15 quarters since. The position peaked at $10.8K in Q1 2025. 661 funds tracked by Wall St. Rank hold USHY as of Q4 2025.

Stephens Consulting held 98 shares of iShares Broad USD High Yield Corporate Bond ETF worth $3.67K as of Q4 2025.
iShares Broad USD High Yield Corporate Bond ETF was a new Stephens Consulting position in Q4 2025.
iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #312 holding.
Stephens Consulting first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and has held it in 15 quarters since.
Stephens Consulting's iShares Broad USD High Yield Corporate Bond ETF position peaked at $10.8K in Q1 2025.
661 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.