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

AE 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
2026
Q1 		$474K Buy
12,871
+2,735
+27% +$102K ﹤0.01% 1141
2025
Q4 		$379K Sell
10,136
-166
-2% -$6.22K ﹤0.01% 1200
2025
Q3 		$389K Buy
10,302
+4,235
+70% +$159K ﹤0.01% 1074
2025
Q2 		$228K Sell
6,067
-683
-10% -$25K ﹤0.01% 1243
2025
Q1 		$248K Sell
6,750
-4,316
-39% -$160K ﹤0.01% 1172
2024
Q4 		$407K Sell
11,066
-438
-4% -$16.3K ﹤0.01% 972
2024
Q3 		$433K Buy
11,504
+386
+3% +$14.3K ﹤0.01% 927
2024
Q2 		$403K Sell
11,118
-363
-3% -$13.1K ﹤0.01% 941
2024
Q1 		$420K Sell
11,481
-51,563
-82% -$1.87M ﹤0.01% 868
2023
Q4 		$2.3M Sell
63,044
-11,243
-15% -$394K 0.01% 854
2023
Q3 		$2.58M Sell
74,287
-531
-0.7% -$18.7K 0.02% 759
2023
Q2 		$2.64M Buy
74,818
+18,556
+33% +$651K 0.02% 750
2023
Q1 		$2M Buy
56,262
+6,831
+14% +$240K 0.01% 799
2022
Q4 		$1.71M Buy
49,431
+13,646
+38% +$472K 0.01% 801
2022
Q3 		$1.2M Buy
35,785
+3,135
+10% +$111K 0.01% 879
2022
Q2 		$1.13M Buy
32,650
+7,338
+29% +$269K 0.01% 847
2022
Q1 		$984K Sell
25,312
-19,233
-43% -$760K 0.01% 924
2021
Q4 		$1.83M Sell
44,545
-1,263
-3% -$51.9K 0.01% 725
2021
Q3 		$1.9M Sell
45,808
-26,650
-37% -$1.11M 0.02% 666
2021
Q2 		$3.02M Buy
72,458
+12,596
+21% +$520K 0.03% 505
2021
Q1 		$2.47M Buy
59,862
+13,839
+30% +$570K 0.02% 517
2020
Q4 		$1.9M Sell
46,023
-193
-0.4% -$7.78K 0.02% 511
2020
Q3 		$1.82M Buy
46,216
+36,017
+353% +$1.42M 0.03% 455
2020
Q2 		$390K Buy
+10,199
New +$381K 0.01% 951

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AE Wealth Management's USHY Position: Q1 2026 in Review

AE Wealth Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 27% in Q1 2026, buying an estimated $102K and bringing the position to 12,871 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

AE Wealth Management first reported a position in USHY in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.02M in Q2 2021. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • AE Wealth Management held 12,871 shares of iShares Broad USD High Yield Corporate Bond ETF worth $474K as of Q1 2026.
  • AE Wealth Management bought 2,735 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $102K.
  • iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1141 holding.
  • AE Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • AE Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $3.02M in Q2 2021.
  • 648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.