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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$10M Sell
280,652
-51,586
-16% -$1.89M 1.12% 13
2026
Q2
$12.3M Buy
332,238
+96,678
+41% +$3.58M 1.35% 12
2026
Q1
$8.68M Sell
235,560
-21,551
-8% -$803K 1.02% 14
2025
Q4
$9.6M Buy
+257,111
New +$9.6M 1.13% 14
2025
Q2
$10.2M Sell
272,994
-119,897
-31% -$4.4M 1.24% 13
2025
Q1
$14.5M Buy
+392,891
New +$14.6M 1.96% 14

Other funds holding USHY

FORM Wealth Advisors's USHY Position: Q3 2026 in Review

FORM Wealth Advisors reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 16% in Q3 2026, selling an estimated $1.89M and leaving 280,652 shares worth $10M. The position accounts for 1.12% of the portfolio, ranked #13.

FORM Wealth Advisors first reported a position in USHY in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.5M in Q1 2025. 211 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

  • FORM Wealth Advisors held 280,652 shares of iShares Broad USD High Yield Corporate Bond ETF worth $10M as of Q3 2026.
  • FORM Wealth Advisors sold 51,586 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $1.89M.
  • iShares Broad USD High Yield Corporate Bond ETF made up 1.12% of FORM Wealth Advisors's portfolio in Q3 2026, its #13 holding.
  • FORM Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • FORM Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $14.5M in Q1 2025.
  • 211 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.