U.S. Capital Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

U.S. Capital Wealth Advisors’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	-35,996	Closed	-$1.36M	–	1037
2025 Q3	$1.36M	Buy	+35,996	New	+$1.35M	0.04%	411
2022 Q3	–	Sell	-12,019	Closed	-$416K	–	689
2022 Q2	$416K	Sell	12,019 -450	-4%	-$16.5K	0.02%	501
2022 Q1	$485K	Buy	12,469 +450	+4%	+$17.8K	0.02%	520
2021 Q4	$495K	Hold	12,019	–	–	0.02%	515
2021 Q3	$499K	Buy	+12,019	New	+$500K	0.02%	510

Other funds holding USHY

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

U.S. Capital Wealth Advisors's USHY Position: Q4 2025 in Review

U.S. Capital Wealth Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2025, closing a stake of 35,996 shares — an estimated $1.36M sold.

U.S. Capital Wealth Advisors first reported a position in USHY in Q3 2021 and held it in 5 quarters. The position peaked at $1.36M in Q3 2025. 661 funds tracked by Wall St. Rank hold USHY as of Q4 2025.

U.S. Capital Wealth Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 35,996 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2025, an estimated $1.36M.
U.S. Capital Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2021 and held it in 5 quarters.
U.S. Capital Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.36M in Q3 2025.
661 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.