Beese Fulmer Investment Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Beese Fulmer Investment 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	$1.58M	Buy	+42,957	New	+$1.6M	0.1%	119

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

Beese Fulmer Investment Management's USHY Position: Q1 2026 in Review

Beese Fulmer Investment Management opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2026: 42,957 shares worth $1.58M. The stake represents 0.1% of the portfolio and ranks #119 among its holdings.

650 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Beese Fulmer Investment Management held 42,957 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.58M as of Q1 2026.
iShares Broad USD High Yield Corporate Bond ETF was a new Beese Fulmer Investment Management position in Q1 2026.
iShares Broad USD High Yield Corporate Bond ETF made up 0.1% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #119 holding.
650 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.