Clean Yield Group
USHY icon

Clean Yield Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Clean Yield Group’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
Q3 		$21.5K Sell
603
-2,453
-80% -$89.9K 0.01% 289
2026
Q2 		$113K Buy
3,056
+39
+1% +$1.44K 0.03% 191
2026
Q1 		$111K Buy
+3,017
New +$112K 0.03% 173

Other funds holding USHY

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bricktown Capital
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Clean Yield Group's USHY Position: Q3 2026 in Review

Clean Yield Group reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 80% in Q3 2026, selling an estimated $89.9K and leaving 603 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #289.

Clean Yield Group first reported a position in USHY in Q1 2026 and has held it in 3 quarters since. The position peaked at $113K in Q2 2026. 267 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

  • Clean Yield Group held 603 shares of iShares Broad USD High Yield Corporate Bond ETF worth $21.5K as of Q3 2026.
  • Clean Yield Group sold 2,453 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $89.9K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Clean Yield Group's portfolio in Q3 2026, its #289 holding.
  • Clean Yield Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Clean Yield Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $113K in Q2 2026.
  • 267 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.