Ellevest Inc
USHY icon

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

Ellevest 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
Q3 		$5.61M Buy
157,007
+13,028
+9% +$478K 0.65% 26
2026
Q2 		$5.33M Buy
143,979
+9,777
+7% +$362K 0.63% 27
2026
Q1 		$4.94M Buy
134,202
+3,847
+3% +$143K 0.69% 27
2025
Q4 		$4.87M Buy
130,355
+10,765
+9% +$403K 0.67% 28
2025
Q3 		$4.52M Buy
119,590
+5,397
+5% +$202K 0.65% 29
2025
Q2 		$4.28M Sell
114,193
-8,233
-7% -$302K 0.68% 27
2025
Q1 		$4.51M Sell
122,426
-2,212
-2% -$82K 0.3% 35
2024
Q4 		$4.59M Buy
124,638
+7,430
+6% +$276K 0.26% 36
2024
Q3 		$4.41M Buy
117,208
+9,332
+9% +$345K 0.24% 37
2024
Q2 		$3.91M Buy
107,876
+7,975
+8% +$288K 0.23% 38
2024
Q1 		$3.66M Buy
99,901
+8,888
+10% +$323K 0.23% 38
2023
Q4 		$3.31M Buy
91,013
+10,705
+13% +$375K 0.23% 39
2023
Q3 		$2.79M Buy
80,308
+10,038
+14% +$353K 0.21% 36
2023
Q2 		$2.48M Buy
70,270
+5,100
+8% +$179K 0.19% 38
2023
Q1 		$2.32M Buy
65,170
+1,017
+2% +$35.8K 0.18% 38
2022
Q4 		$2.22M Buy
64,153
+3,727
+6% +$129K 0.19% 37
2022
Q3 		$2.03M Buy
60,426
+3,507
+6% +$125K 0.19% 36
2022
Q2 		$1.97M Buy
56,919
+4,036
+8% +$148K 0.19% 37
2022
Q1 		$2.06M Buy
52,883
+1,565
+3% +$61.8K 0.17% 38
2021
Q4 		$2.11M Buy
51,318
+3,893
+8% +$160K 0.19% 38
2021
Q3 		$1.97M Sell
47,425
-358
-0.7% -$14.9K 0.19% 36
2021
Q2 		$1.99M Buy
47,783
+6,290
+15% +$260K 0.2% 36
2021
Q1 		$1.71M Buy
41,493
+6,834
+20% +$281K 0.21% 38
2020
Q4 		$1.43M Buy
+34,659
New +$1.4M 0.21% 39

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance Helsinki, Finland $15.6B AUM 23.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
British Columbia Investment Management
British Columbia Investment Management Victoria, British Columbia, Canada $16.4B AUM 28.57% 1-Year Est. Return

Ellevest Inc's USHY Position: Q3 2026 in Review

Ellevest Inc increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 9% in Q3 2026, buying an estimated $478K and bringing the position to 157,007 shares worth $5.61M. The position accounts for 0.65% of the portfolio, ranked #26.

Ellevest Inc first reported a position in USHY in Q4 2020 and has held it in 24 quarters since. 587 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

  • Ellevest Inc held 157,007 shares of iShares Broad USD High Yield Corporate Bond ETF worth $5.61M as of Q3 2026.
  • Ellevest Inc bought 13,028 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $478K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.65% of Ellevest Inc's portfolio in Q3 2026, its #26 holding.
  • Ellevest Inc first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • 587 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.