WestEnd Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

WestEnd 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 Q3	–	Sell	-14	Closed	-$525	–	408
2025 Q2	$525	Buy	+14	New	+$513	﹤0.01%	271
2022 Q4	–	Sell	-104	Closed	-$3K	–	320
2022 Q3	$3K	Sell	104 -79	-43%	-$2.81K	﹤0.01%	79
2022 Q2	$6.33K	Buy	+183	New	+$6.71K	﹤0.01%	69
2022 Q1	–	Sell	-153	Closed	-$6.05K	–	68
2021 Q4	$6.3K	Buy	+153	New	+$6.29K	﹤0.01%	67
2021 Q3	–	Hold	0	–	–	–	57
2021 Q2	–	Hold	0	–	–	–	58

Other funds holding USHY

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 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

CMF

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

WestEnd Advisors's USHY Position: Q3 2025 in Review

WestEnd Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2025, closing a stake of 14 shares — an estimated $525 sold.

WestEnd Advisors first reported a position in USHY in Q4 2021 and held it in 4 quarters. The position peaked at $6.33K in Q2 2022. 595 funds tracked by Wall St. Rank hold USHY as of Q3 2025.

WestEnd Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
WestEnd Advisors sold 14 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2025, an estimated $525.
WestEnd Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
WestEnd Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $6.33K in Q2 2022.
595 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2025.

Based on WestEnd Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.