Farnam Financial’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Farnam Financial’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	–	Sell	-5,561	Closed	-$208K	–	55
2025 Q4	$208K	Sell	5,561 -2,099	-27%	-$78.6K	0.16%	52
2025 Q3	$289K	Sell	7,660 -383	-5%	-$14.4K	0.22%	44
2025 Q2	$302K	Sell	8,043 -574	-7%	-$21K	0.27%	40
2025 Q1	$317K	Buy	8,617 +70	+0.8%	+$2.6K	0.32%	39
2024 Q4	$314K	Sell	8,547 -3,886	-31%	-$145K	0.33%	37
2024 Q3	$468K	Buy	+12,433	New	+$459K	0.51%	32

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

Farnam Financial's USHY Position: Q1 2026 in Review

Farnam Financial sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2026, closing a stake of 5,561 shares — an estimated $208K sold.

Farnam Financial first reported a position in USHY in Q3 2024 and held it in 6 quarters. The position peaked at $468K in Q3 2024. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Farnam Financial reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Farnam Financial sold 5,561 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $208K.
Farnam Financial first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2024 and held it in 6 quarters.
Farnam Financial's iShares Broad USD High Yield Corporate Bond ETF position peaked at $468K in Q3 2024.
648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Farnam Financial's 13F filing for Q1 2026, filed 28 Apr 2026.