AWA
USHY icon

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

Arkadios 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
2026
Q1 		$384K Sell
10,422
-13,739
-57% -$512K 0.01% 1232
2025
Q4 		$903K Sell
24,161
-934
-4% -$35K 0.02% 740
2025
Q3 		$948K Sell
25,095
-1,529
-6% -$57.3K 0.02% 662
2025
Q2 		$999K Buy
26,624
+14,960
+128% +$549K 0.03% 574
2025
Q1 		$429K Sell
11,664
-10,474
-47% -$388K 0.02% 759
2024
Q4 		$814K Buy
22,138
+3,028
+16% +$113K 0.04% 383
2024
Q3 		$720K Buy
19,110
+9,167
+92% +$339K 0.04% 414
2024
Q2 		$361K Buy
+9,943
New +$360K 0.02% 574
2022
Q4 		– Sell
-11,194
Closed -$376K – 589
2022
Q3 		$376K Sell
11,194
-454
-4% -$16.1K 0.06% 330
2022
Q2 		$403K Buy
11,648
+138
+1% +$5.06K 0.06% 334
2022
Q1 		$447K Sell
11,510
-135
-1% -$5.33K 0.06% 338
2021
Q4 		$480K Sell
11,645
-208
-2% -$8.55K 0.06% 337
2021
Q3 		$491K Buy
11,853
+325
+3% +$13.5K 0.07% 293
2021
Q2 		$480K Buy
11,528
+1,235
+12% +$51K 0.06% 340
2021
Q1 		$423K Buy
+10,293
New +$424K 0.07% 280
2020
Q1 		– Sell
-6
Closed -$250 – 1303
2019
Q4 		$250 Buy
+6
New +$244 ﹤0.01% 961

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

Arkadios Wealth Advisors's USHY Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 57% in Q1 2026, selling an estimated $512K and leaving 10,422 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #1232.

Arkadios Wealth Advisors first reported a position in USHY in Q4 2019 and has held it in 16 quarters since. The position peaked at $999K in Q2 2025. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • Arkadios Wealth Advisors held 10,422 shares of iShares Broad USD High Yield Corporate Bond ETF worth $384K as of Q1 2026.
  • Arkadios Wealth Advisors sold 13,739 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $512K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1232 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2019 and has held it in 16 quarters since.
  • Arkadios Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $999K in Q2 2025.
  • 648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.