Baker Avenue Asset Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Baker Avenue Asset 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	$23.2M	Buy	629,422 +16,099	+3%	+$600K	0.52%	50
2025 Q4	$22.9M	Buy	613,323 +34,885	+6%	+$1.31M	0.53%	50
2025 Q3	$21.9M	Buy	578,438 +14,363	+3%	+$538K	0.52%	45
2025 Q2	$21.2M	Buy	564,075 +13,032	+2%	+$478K	0.6%	42
2025 Q1	$20.3M	Buy	551,043 +10,699	+2%	+$397K	0.64%	35
2024 Q4	$19.9M	Buy	540,344 +23,966	+5%	+$891K	0.61%	34
2024 Q3	$19.4M	Buy	516,378 +15,169	+3%	+$560K	0.62%	36
2024 Q2	$18.2M	Sell	501,209 -1,341	-0.3%	-$48.5K	0.62%	38
2024 Q1	$18.4M	Buy	502,550 +19,585	+4%	+$712K	0.72%	38
2023 Q4	$17.6M	Buy	+482,965	New	+$16.9M	0.77%	33
2023 Q1	–	Sell	-278	Closed	-$9.6K	–	1747
2022 Q4	$9.6K	Buy	+278	New	+$9.61K	﹤0.01%	714

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Baker Avenue Asset Management's USHY Position: Q1 2026 in Review

Baker Avenue Asset Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 2.6% in Q1 2026, buying an estimated $600K and bringing the position to 629,422 shares worth $23.2M. The position accounts for 0.52% of the portfolio, ranked #50.

Baker Avenue Asset Management first reported a position in USHY in Q4 2022 and has held it in 11 quarters since. 649 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Baker Avenue Asset Management held 629,422 shares of iShares Broad USD High Yield Corporate Bond ETF worth $23.2M as of Q1 2026.
Baker Avenue Asset Management bought 16,099 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $600K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.52% of Baker Avenue Asset Management's portfolio in Q1 2026, its #50 holding.
Baker Avenue Asset Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2022 and has held it in 11 quarters since.
649 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.