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Financial & Tax Architects’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Financial & Tax Architects’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 		$3.83M Buy
103,890
+8,489
+9% +$316K 0.85% 45
2025
Q4 		$3.57M Buy
95,401
+2,801
+3% +$105K 0.8% 41
2025
Q3 		$3.5M Buy
92,600
+75
+0.1% +$2.81K 0.77% 41
2025
Q2 		$3.47M Sell
92,525
-3,120
-3% -$114K 0.84% 37
2025
Q1 		$3.52M Buy
95,645
+4,006
+4% +$149K 0.88% 36
2024
Q4 		$3.37M Buy
91,639
+5,616
+7% +$209K 0.86% 36
2024
Q3 		$3.24M Buy
86,023
+7,294
+9% +$269K 0.83% 36
2024
Q2 		$2.86M Buy
78,729
+5,766
+8% +$208K 0.77% 36
2024
Q1 		$2.67M Buy
72,963
+4,855
+7% +$176K 0.73% 38
2023
Q4 		$2.48M Sell
68,108
-624
-0.9% -$21.9K 0.73% 36
2023
Q3 		$2.39M Buy
+68,732
New +$2.41M 0.74% 36

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

Financial & Tax Architects's USHY Position: Q1 2026 in Review

Financial & Tax Architects increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 8.9% in Q1 2026, buying an estimated $316K and bringing the position to 103,890 shares worth $3.83M. The position accounts for 0.85% of the portfolio, ranked #45.

Financial & Tax Architects first reported a position in USHY in Q3 2023 and has held it in 11 quarters since. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • Financial & Tax Architects held 103,890 shares of iShares Broad USD High Yield Corporate Bond ETF worth $3.83M as of Q1 2026.
  • Financial & Tax Architects bought 8,489 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $316K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.85% of Financial & Tax Architects's portfolio in Q1 2026, its #45 holding.
  • Financial & Tax Architects first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.