Gladstone Institutional Advisory’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Gladstone Institutional Advisory’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	$221K	Sell	5,994 -526	-8%	-$19.6K	0.01%	774
2025 Q4	$244K	Sell	6,520 -9,792	-60%	-$367K	0.01%	700
2025 Q3	$616K	Sell	16,312 -7,691	-32%	-$288K	0.02%	463
2025 Q2	$900K	Buy	24,003 +595	+3%	+$21.8K	0.04%	363
2025 Q1	$862K	Buy	23,408 +62	+0.3%	+$2.3K	0.04%	360
2024 Q4	$859K	Buy	+23,346	New	+$868K	0.04%	353
2020 Q2	–	Sell	-13,814	Closed	-$491K	–	300
2020 Q1	$491K	Sell	13,814 -431	-3%	-$17K	0.13%	144
2019 Q4	$585K	Sell	14,245 -353	-2%	-$14.4K	0.14%	123
2019 Q3	$598K	Buy	+14,598	New	+$596K	0.15%	118

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

Gladstone Institutional Advisory's USHY Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 8.1% in Q1 2026, selling an estimated $19.6K and leaving 5,994 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #774.

Gladstone Institutional Advisory first reported a position in USHY in Q3 2019 and has held it in 9 quarters since. The position peaked at $900K in Q2 2025. 649 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Gladstone Institutional Advisory held 5,994 shares of iShares Broad USD High Yield Corporate Bond ETF worth $221K as of Q1 2026.
Gladstone Institutional Advisory sold 526 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $19.6K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #774 holding.
Gladstone Institutional Advisory first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2019 and has held it in 9 quarters since.
Gladstone Institutional Advisory's iShares Broad USD High Yield Corporate Bond ETF position peaked at $900K in Q2 2025.
649 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.