Camelot Portfolios’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Camelot Portfolios’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	–	Sell	-23	Closed	-$860	–	523
2025 Q4	$860	Buy	+23	New	+$861	﹤0.01%	557
2024 Q3	–	Sell	-84	Closed	-$3.05K	–	545
2024 Q2	$3.05K	Buy	+84	New	+$3.04K	﹤0.01%	503
2022 Q2	–	Sell	-6,042	Closed	-$235K	–	245
2022 Q1	$235K	Sell	6,042 -643	-10%	-$25.4K	0.12%	202
2021 Q4	$275K	Buy	+6,685	New	+$275K	0.11%	205

Other funds holding USHY

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Corebridge Financial Houston, Texas $4.25M AUM 33.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Camelot Portfolios's USHY Position: Q1 2026 in Review

Camelot Portfolios sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2026, closing a stake of 23 shares — an estimated $860 sold.

Camelot Portfolios first reported a position in USHY in Q4 2021 and held it in 4 quarters. The position peaked at $275K in Q4 2021. 653 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Camelot Portfolios reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Camelot Portfolios sold 23 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $860.
Camelot Portfolios first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Camelot Portfolios's iShares Broad USD High Yield Corporate Bond ETF position peaked at $275K in Q4 2021.
653 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.