Brooklyn FI’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Brooklyn FI’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	$436K	Buy	11,837 +722	+6%	+$26.9K	0.09%	66
2025 Q4	$416K	Buy	11,115 +418	+4%	+$15.7K	0.09%	64
2025 Q3	$404K	Buy	10,697 +3,918	+58%	+$147K	0.09%	60
2025 Q2	$254K	Hold	6,779	–	–	0.07%	71
2025 Q1	$250K	Sell	6,779 -2,350	-26%	-$87.1K	0.08%	60
2024 Q4	$336K	Buy	9,129 +243	+3%	+$9.04K	0.11%	52
2024 Q3	$335K	Buy	8,886 +2,865	+48%	+$106K	0.12%	50
2024 Q2	$218K	Buy	+6,021	New	+$218K	0.09%	57

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

Brooklyn FI's USHY Position: Q1 2026 in Review

Brooklyn FI increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 6.5% in Q1 2026, buying an estimated $26.9K and bringing the position to 11,837 shares worth $436K. The position accounts for 0.09% of the portfolio, ranked #66.

Brooklyn FI first reported a position in USHY in Q2 2024 and has held it in 8 quarters since. 650 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Brooklyn FI held 11,837 shares of iShares Broad USD High Yield Corporate Bond ETF worth $436K as of Q1 2026.
Brooklyn FI bought 722 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $26.9K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.09% of Brooklyn FI's portfolio in Q1 2026, its #66 holding.
Brooklyn FI first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
650 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Brooklyn FI's 13F filing for Q1 2026, filed 11 May 2026.