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

CoreCap 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 		$7.77M Buy
217,386
+39,713
+22% +$1.46M 0.22% 86
2026
Q2 		$6.58M Sell
177,673
-138,266
-44% -$5.12M 0.19% 113
2026
Q1 		$11.6M Buy
315,939
+18,971
+6% +$707K 0.4% 49
2025
Q4 		$11.1M Buy
296,968
+29,642
+11% +$1.11M 0.39% 44
2025
Q3 		$10.1M Buy
267,326
+30,632
+13% +$1.15M 0.37% 47
2025
Q2 		$8.88M Buy
236,694
+20,687
+10% +$759K 0.36% 52
2025
Q1 		$7.95M Buy
216,007
+213,679
+9,179% +$7.92M 0.35% 53
2024
Q4 		$85.6K Buy
2,328
+1,249
+116% +$46.5K ﹤0.01% 981
2024
Q3 		$40.6K Buy
1,079
+991
+1,126% +$36.6K ﹤0.01% 1280
2024
Q2 		$3.19K Sell
88
-247
-74% -$8.93K ﹤0.01% 1235
2024
Q1 		$12.3K Buy
+335
New +$12.2K ﹤0.01% 1676
2022
Q4 		$14.1K Buy
+407
New +$14.1K ﹤0.01% 1425
2022
Q3 		– Sell
-317
Closed -$11K – 2020
2022
Q2 		$11K Buy
+317
New +$11.6K ﹤0.01% 1463
2022
Q1 		– Sell
-761
Closed -$31K – 2023
2021
Q4 		$31K Buy
+761
New +$31.3K ﹤0.01% 1168

Other funds holding USHY

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CoreCap Advisors's USHY Position: Q3 2026 in Review

CoreCap Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 22% in Q3 2026, buying an estimated $1.46M and bringing the position to 217,386 shares worth $7.77M. The position accounts for 0.22% of the portfolio, ranked #86.

CoreCap Advisors first reported a position in USHY in Q4 2021 and has held it in 14 quarters since. The position peaked at $11.6M in Q1 2026. 39 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

  • CoreCap Advisors held 217,386 shares of iShares Broad USD High Yield Corporate Bond ETF worth $7.77M as of Q3 2026.
  • CoreCap Advisors bought 39,713 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $1.46M.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.22% of CoreCap Advisors's portfolio in Q3 2026, its #86 holding.
  • CoreCap Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $11.6M in Q1 2026.
  • 39 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.