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

Diversified Portfolios Inc’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	$286K	Buy	7,763 +6	+0.1%	+$224	0.02%	152
2025 Q4	$290K	Buy	7,757 +623	+9%	+$23.3K	0.02%	150
2025 Q3	$270K	Buy	7,134 +28	+0.4%	+$1.05K	0.02%	148
2025 Q2	$267K	Buy	7,106 +109	+2%	+$4K	0.03%	145
2025 Q1	$258K	Buy	6,997 +676	+11%	+$25.1K	0.03%	134
2024 Q4	$233K	Sell	6,321 -1,474	-19%	-$54.8K	0.03%	137
2024 Q3	$293K	Buy	7,795 +334	+4%	+$12.3K	0.03%	123
2024 Q2	$271K	Sell	7,461 -1,450	-16%	-$52.4K	0.04%	122
2024 Q1	$326K	Sell	8,911 -312	-3%	-$11.3K	0.05%	112
2023 Q4	$335K	Buy	+9,223	New	+$323K	0.05%	109

Other funds holding USHY

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Diversified Portfolios Inc's USHY Position: Q1 2026 in Review

Diversified Portfolios Inc increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 0.08% in Q1 2026, buying an estimated $224 and bringing the position to 7,763 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #152.

Diversified Portfolios Inc first reported a position in USHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $335K in Q4 2023. 650 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Diversified Portfolios Inc held 7,763 shares of iShares Broad USD High Yield Corporate Bond ETF worth $286K as of Q1 2026.
Diversified Portfolios Inc bought 6 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $224.
iShares Broad USD High Yield Corporate Bond ETF made up 0.02% of Diversified Portfolios Inc's portfolio in Q1 2026, its #152 holding.
Diversified Portfolios Inc first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Diversified Portfolios Inc's iShares Broad USD High Yield Corporate Bond ETF position peaked at $335K in Q4 2023.
650 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.