EWA
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ERTS Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

ERTS Wealth 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
Q1 		$35.9M Sell
975,269
-180,780
-16% -$6.74M 11.43% 3
2025
Q4 		$43.2M Buy
1,156,049
+42,737
+4% +$1.6M 13.57% 1
2025
Q3 		$42.1M Buy
1,113,312
+51,372
+5% +$1.93M 13.58% 1
2025
Q2 		$39.8M Sell
1,061,940
-735,017
-41% -$27M 13.74% 1
2025
Q1 		$66.1M Sell
1,796,957
-15,813
-0.9% -$586K 12.85% 1
2024
Q4 		$66.7M Buy
1,812,770
+58,693
+3% +$2.18M 12.58% 1
2024
Q3 		$66M Buy
1,754,077
+38,652
+2% +$1.43M 12.36% 1
2024
Q2 		$62.2M Buy
1,715,425
+90,515
+6% +$3.27M 12.51% 2
2024
Q1 		$59.5M Buy
1,624,910
+174,111
+12% +$6.33M 12.14% 3
2023
Q4 		$52.7M Sell
1,450,799
-82,197
-5% -$2.88M 11.38% 3
2023
Q3 		$53.2M Buy
1,532,996
+55,237
+4% +$1.94M 12.81% 3
2023
Q2 		$52.2M Buy
1,477,759
+40,393
+3% +$1.42M 12.15% 2
2023
Q1 		$51.1M Buy
1,437,366
+367,422
+34% +$12.9M 12.38% 2
2022
Q4 		$36.9M Buy
1,069,944
+295,049
+38% +$10.2M 9.58% 2
2022
Q3 		$26.1M Buy
774,895
+266,408
+52% +$9.47M 7.31% 5
2022
Q2 		$17.6M Buy
508,487
+545
+0.1% +$20K 5% 6
2022
Q1 		$19.7M Buy
507,942
+19,161
+4% +$757K 5.53% 7
2021
Q4 		$20.1M Buy
488,781
+27,393
+6% +$1.13M 4.8% 7
2021
Q3 		$19.1M Sell
461,388
-284,950
-38% -$11.8M 5.02% 7
2021
Q2 		$31.1M Buy
746,338
+135,533
+22% +$5.6M 8.42% 4
2021
Q1 		$25.2M Sell
610,805
-238,905
-28% -$9.83M 7.45% 4
2020
Q4 		$35.1M Buy
849,710
+69,868
+9% +$2.82M 11.38% 1
2020
Q3 		$30.8M Buy
779,842
+107,227
+16% +$4.23M 11.58% 1
2020
Q2 		$25.7M Buy
672,615
+53,313
+9% +$1.99M 10.38% 2
2020
Q1 		$22M Buy
619,302
+3,507
+0.6% +$139K 10.64% 1
2019
Q4 		$25.3M Buy
615,795
+37,658
+7% +$1.53M 11.4% 2
2019
Q3 		$23.7M Buy
578,137
+225,004
+64% +$9.18M 11.97% 2
2019
Q2 		$14.5M Buy
353,133
+35,020
+11% +$1.42M 7.98% 4
2019
Q1 		$12.9M Buy
318,113
+143,691
+82% +$5.73M 7.67% 3
2018
Q4 		$6.66M Buy
+174,422
New +$6.88M 4.77% 5

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return
BlackRock
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ERTS Wealth Advisors's USHY Position: Q1 2026 in Review

ERTS Wealth Advisors reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 16% in Q1 2026, selling an estimated $6.74M and leaving 975,269 shares worth $35.9M. The position accounts for 11.43% of the portfolio, ranked #3.

ERTS Wealth Advisors first reported a position in USHY in Q4 2018 and has held it in 30 quarters since. The position peaked at $66.7M in Q4 2024. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • ERTS Wealth Advisors held 975,269 shares of iShares Broad USD High Yield Corporate Bond ETF worth $35.9M as of Q1 2026.
  • ERTS Wealth Advisors sold 180,780 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $6.74M.
  • iShares Broad USD High Yield Corporate Bond ETF made up 11.43% of ERTS Wealth Advisors's portfolio in Q1 2026, its #3 holding.
  • ERTS Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • ERTS Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $66.7M in Q4 2024.
  • 648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on ERTS Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.