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

SVB Wealth’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 Q2	–	Sell	-3,145	Closed	-$116K	–	1564
2025 Q1	$116K	Buy	+3,145	New	+$117K	﹤0.01%	384
2024 Q3	–	Sell	-5,833	Closed	-$212K	–	582
2024 Q2	$212K	Hold	5,833	–	–	0.01%	662
2024 Q1	$213K	Sell	5,833 -1,419	-20%	-$51.6K	﹤0.01%	741
2023 Q4	$264K	Buy	7,252 +1,419	+24%	+$49.8K	0.01%	676
2023 Q3	$202K	Buy	+5,833	New	+$205K	﹤0.01%	742
2022 Q2	–	Sell	-161	Closed	-$6K	–	849
2022 Q1	$6K	Buy	+161	New	+$6.36K	﹤0.01%	782

Other funds holding USHY

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

SVB Wealth's USHY Position: Q2 2025 in Review

SVB Wealth sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2025, closing a stake of 3,145 shares — an estimated $116K sold.

SVB Wealth first reported a position in USHY in Q1 2022 and held it in 6 quarters. The position peaked at $264K in Q4 2023. 577 funds tracked by Wall St. Rank hold USHY as of Q2 2025.

SVB Wealth reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 3,145 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2025, an estimated $116K.
SVB Wealth first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2022 and held it in 6 quarters.
SVB Wealth's iShares Broad USD High Yield Corporate Bond ETF position peaked at $264K in Q4 2023.
577 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.