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

TSA Wealth 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
Q4 		– Sell
-5,425
Closed -$205K – 97
2025
Q3 		$205K Sell
5,425
-124
-2% -$4.65K 0.07% 87
2025
Q2 		$208K Buy
+5,549
New +$203K 0.08% 81

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
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

TSA Wealth Management's USHY Position: Q4 2025 in Review

TSA Wealth Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2025, closing a stake of 5,425 shares — an estimated $205K sold.

TSA Wealth Management first reported a position in USHY in Q2 2025 and held it in 2 quarters. The position peaked at $208K in Q2 2025. 661 funds tracked by Wall St. Rank hold USHY as of Q4 2025.

  • TSA Wealth Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • TSA Wealth Management sold 5,425 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2025, an estimated $205K.
  • TSA Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2025 and held it in 2 quarters.
  • TSA Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $208K in Q2 2025.
  • 661 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2025.

Based on TSA Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.