Edgestream Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Edgestream Partners’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	$987K	Buy	26,784 +2,321	+9%	+$86.5K	0.03%	634
2025 Q4	$915K	Sell	24,463 -82,616	-77%	-$3.09M	0.03%	715
2025 Q3	$4.05M	Sell	107,079 -41,033	-28%	-$1.54M	0.12%	327
2025 Q2	$5.56M	Buy	148,112 +128,220	+645%	+$4.7M	0.15%	265
2025 Q1	$732K	Buy	+19,892	New	+$738K	0.02%	651
2024 Q4	–	Sell	-94,485	Closed	-$3.56M	–	1094
2024 Q3	$3.56M	Buy	+94,485	New	+$3.49M	0.16%	218

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

Edgestream Partners's USHY Position: Q1 2026 in Review

Edgestream Partners increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 9.5% in Q1 2026, buying an estimated $86.5K and bringing the position to 26,784 shares worth $987K. The position accounts for 0.03% of the portfolio, ranked #634.

Edgestream Partners first reported a position in USHY in Q3 2024 and has held it in 6 quarters since. The position peaked at $5.56M in Q2 2025. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Edgestream Partners held 26,784 shares of iShares Broad USD High Yield Corporate Bond ETF worth $987K as of Q1 2026.
Edgestream Partners bought 2,321 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $86.5K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.03% of Edgestream Partners's portfolio in Q1 2026, its #634 holding.
Edgestream Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2024 and has held it in 6 quarters since.
Edgestream Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $5.56M 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 Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.