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Synergy Asset Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Synergy Asset Management’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
-4
Closed -$151 – 803
2024
Q4 		$151 Buy
+4
New +$149 ﹤0.01% 830

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Wells Fargo
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Synergy Asset Management's USHY Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2025, closing a stake of 4 shares — an estimated $151 sold.

Synergy Asset Management first reported a position in USHY in Q4 2024 and held it in 1 quarter. The position peaked at $151 in Q4 2024. 559 funds tracked by Wall St. Rank hold USHY as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 4 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2025, an estimated $151.
  • Synergy Asset Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $151 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 Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.