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High Net Worth Advisory Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

High Net Worth Advisory Group’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 		$1.75M Buy
47,530
+585
+1% +$21.8K 0.41% 61
2025
Q4 		$1.76M Buy
46,945
+2,895
+7% +$108K 0.4% 58
2025
Q3 		$1.66M Sell
44,050
-320
-0.7% -$12K 0.4% 55
2025
Q2 		$1.66M Sell
44,370
-1,200
-3% -$44K 0.44% 53
2025
Q1 		$1.68M Buy
45,570
+1,168
+3% +$43.3K 0.47% 54
2024
Q4 		$1.63M Sell
44,402
-480
-1% -$17.9K 0.46% 57
2024
Q3 		$1.69M Buy
44,882
+2,580
+6% +$95.3K 0.46% 55
2024
Q2 		$1.53M Buy
42,302
+286
+0.7% +$10.3K 0.47% 55
2024
Q1 		$1.54M Buy
42,016
+115
+0.3% +$4.18K 0.48% 52
2023
Q4 		$1.52M Buy
41,901
+327
+0.8% +$11.5K 0.57% 46
2023
Q3 		$1.44M Buy
41,574
+1,524
+4% +$53.5K 0.58% 48
2023
Q2 		$1.41M Sell
40,050
-1,128
-3% -$39.6K 0.55% 50
2023
Q1 		$1.46M Sell
41,178
-1,001
-2% -$35.2K 0.6% 49
2022
Q4 		$1.46M Buy
42,179
+398
+1% +$13.8K 0.57% 49
2022
Q3 		$1.41M Buy
41,781
+464
+1% +$16.5K 0.6% 46
2022
Q2 		$1.43M Buy
41,317
+943
+2% +$34.6K 0.59% 45
2022
Q1 		$1.57M Buy
40,374
+2,181
+6% +$86.2K 0.57% 46
2021
Q4 		$1.57M Buy
+38,193
New +$1.57M 0.55% 47

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 $1.09B AUM 1.85% 1-Year Est. Return
BlackRock
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
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

High Net Worth Advisory Group's USHY Position: Q1 2026 in Review

High Net Worth Advisory Group increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 1.2% in Q1 2026, buying an estimated $21.8K and bringing the position to 47,530 shares worth $1.75M. The position accounts for 0.41% of the portfolio, ranked #61.

High Net Worth Advisory Group first reported a position in USHY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.76M in Q4 2025. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • High Net Worth Advisory Group held 47,530 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.75M as of Q1 2026.
  • High Net Worth Advisory Group bought 585 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $21.8K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.41% of High Net Worth Advisory Group's portfolio in Q1 2026, its #61 holding.
  • High Net Worth Advisory Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.76M in Q4 2025.
  • 648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.