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 Q3	$213K	Buy	5,960 +33	+0.6%	+$1.21K	0.01%	931
2026 Q2	$219K	Sell	5,927 -67	-1%	-$2.48K	0.01%	838
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 $273B AUM 15.34% 1-Year Est. Return

Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Ilmarinen Mutual Pension Insurance Helsinki, Finland $15.6B AUM 23.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Gladstone Institutional Advisory's USHY Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 0.56% in Q3 2026, buying an estimated $1.21K and bringing the position to 5,960 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #931.

Gladstone Institutional Advisory first reported a position in USHY in Q3 2019 and has held it in 11 quarters since. The position peaked at $900K in Q2 2025. 604 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

Gladstone Institutional Advisory held 5,960 shares of iShares Broad USD High Yield Corporate Bond ETF worth $213K as of Q3 2026.
Gladstone Institutional Advisory bought 33 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $1.21K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #931 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 11 quarters since.
Gladstone Institutional Advisory's iShares Broad USD High Yield Corporate Bond ETF position peaked at $900K in Q2 2025.
604 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.