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Clearstead Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Clearstead Advisors’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 		$245K Sell
6,662
-578,410
-99% -$21.6M ﹤0.01% 929
2025
Q4 		$21.9M Sell
585,072
-17,352
-3% -$650K 0.28% 77
2025
Q3 		$22.8M Sell
602,424
-8,229
-1% -$308K 0.3% 72
2025
Q2 		$22.9M Buy
610,653
+600,942
+6,188% +$22M 0.32% 64
2025
Q1 		$357K Sell
9,711
-482,169
-98% -$17.9M 0.01% 659
2024
Q4 		$18.1M Buy
491,880
+110,419
+29% +$4.11M 0.27% 86
2024
Q3 		$14.4M Buy
381,461
+369,196
+3,010% +$13.6M 0.22% 94
2024
Q2 		$445K Buy
12,265
+9,240
+305% +$334K 0.01% 565
2024
Q1 		$109K Sell
3,025
-3
-0.1% -$109 0.01% 591
2023
Q4 		$110K Sell
3,028
-3,028
-50% -$106K 0.01% 567
2023
Q3 		$210K Buy
6,056
+3,028
+100% +$106K 0.01% 562
2023
Q2 		$107K Hold
3,028
– – 0.01% 560
2023
Q1 		$108K Sell
3,028
-319
-10% -$11.2K 0.01% 496
2022
Q4 		$116K Buy
3,347
+2,805
+518% +$96.9K 0.01% 474
2022
Q3 		$18K Buy
542
+2
+0.4% +$71 ﹤0.01% 795
2022
Q2 		$19K Buy
540
+1
+0.2% +$37 ﹤0.01% 820
2022
Q1 		$21K Buy
539
+1
+0.2% +$40 ﹤0.01% 866
2021
Q4 		$22K Buy
538
+191
+55% +$7.85K ﹤0.01% 809
2021
Q3 		$14K Buy
347
+319
+1,139% +$13.3K ﹤0.01% 895
2021
Q2 		$1K Hold
28
– – ﹤0.01% 1208
2021
Q1 		$1K Hold
28
– – ﹤0.01% 1081
2020
Q4 		$1K Hold
28
– – ﹤0.01% 961
2020
Q3 		$1K Hold
28
– – ﹤0.01% 863
2020
Q2 		$1K Sell
28
-48
-63% -$1.79K ﹤0.01% 772
2020
Q1 		$3K Buy
+76
New +$3K ﹤0.01% 698

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return
BlackRock
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clearstead Advisors's USHY Position: Q1 2026 in Review

Clearstead Advisors reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 99% in Q1 2026, selling an estimated $21.6M and leaving 6,662 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Clearstead Advisors first reported a position in USHY in Q1 2020 and has held it in 25 quarters since. The position peaked at $22.9M in Q2 2025. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • Clearstead Advisors held 6,662 shares of iShares Broad USD High Yield Corporate Bond ETF worth $245K as of Q1 2026.
  • Clearstead Advisors sold 578,410 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $21.6M.
  • iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #929 holding.
  • Clearstead Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Clearstead Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $22.9M in Q2 2025.
  • 648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.