Freestone Capital Holdings’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
Q1
Sell
-7,074
Closed -$265K 628
2025
Q4
$265K Sell
7,074
-10,119
-59% -$379K 0.01% 453
2025
Q3
$650K Buy
+17,193
New +$644K 0.02% 295

Other funds holding USHY

Freestone Capital Holdings's USHY Position: Q1 2026 in Review

Freestone Capital Holdings sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2026, closing a stake of 7,074 shares — an estimated $265K sold.

Freestone Capital Holdings first reported a position in USHY in Q3 2025 and held it in 2 quarters. The position peaked at $650K in Q3 2025. 649 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • Freestone Capital Holdings reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Freestone Capital Holdings sold 7,074 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $265K.
  • Freestone Capital Holdings first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2025 and held it in 2 quarters.
  • Freestone Capital Holdings's iShares Broad USD High Yield Corporate Bond ETF position peaked at $650K in Q3 2025.
  • 649 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.