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

FRG Family 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 		$297K Buy
8,065
+1,965
+32% +$73.3K 0.05% 140
2025
Q4 		$228K Hold
6,100
– – 0.04% 152
2025
Q3 		$230K Buy
+6,100
New +$229K 0.04% 148

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 $4.25M AUM 33.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

FRG Family Wealth Advisors's USHY Position: Q1 2026 in Review

FRG Family Wealth Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 32% in Q1 2026, buying an estimated $73.3K and bringing the position to 8,065 shares worth $297K. The position accounts for 0.05% of the portfolio, ranked #140.

FRG Family Wealth Advisors first reported a position in USHY in Q3 2025 and has held it in 3 quarters since. 651 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • FRG Family Wealth Advisors held 8,065 shares of iShares Broad USD High Yield Corporate Bond ETF worth $297K as of Q1 2026.
  • FRG Family Wealth Advisors bought 1,965 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $73.3K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.05% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #140 holding.
  • FRG Family Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 651 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.