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Colton Groome Financial Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Colton Groome Financial 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
Q3 		$560K Sell
15,677
-273
-2% -$10K 0.13% 86
2026
Q2 		$590K Buy
+15,950
New +$590K 0.14% 86

Other funds holding USHY

FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Colton Groome Financial Advisors's USHY Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 1.7% in Q3 2026, selling an estimated $10K and leaving 15,677 shares worth $560K. The position accounts for 0.13% of the portfolio, ranked #86.

Colton Groome Financial Advisors first reported a position in USHY in Q2 2026 and has held it in 2 quarters since. The position peaked at $590K in Q2 2026. 10 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

  • Colton Groome Financial Advisors held 15,677 shares of iShares Broad USD High Yield Corporate Bond ETF worth $560K as of Q3 2026.
  • Colton Groome Financial Advisors sold 273 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $10K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.13% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #86 holding.
  • Colton Groome Financial Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Colton Groome Financial Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $590K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.