Wolf Group Capital Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Wolf Group Capital 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 Q1	$243K	Buy	+6,606	New	+$245K	0.08%	149

Other funds holding USHY

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wolf Group Capital Advisors's USHY Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2025: 6,606 shares worth $243K. The stake represents 0.08% of the portfolio and ranks #149 among its holdings.

559 funds tracked by Wall St. Rank hold USHY as of Q1 2025.

Wolf Group Capital Advisors held 6,606 shares of iShares Broad USD High Yield Corporate Bond ETF worth $243K as of Q1 2025.
iShares Broad USD High Yield Corporate Bond ETF was a new Wolf Group Capital Advisors position in Q1 2025.
iShares Broad USD High Yield Corporate Bond ETF made up 0.08% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #149 holding.
559 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.