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Holistic Planning’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Holistic Planning’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 		– Sell
-9,185
Closed -$343K – 309
2025
Q4 		$343K Buy
+9,185
New +$344K 0.07% 206

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

Holistic Planning's USHY Position: Q1 2026 in Review

Holistic Planning sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2026, closing a stake of 9,185 shares — an estimated $343K sold.

Holistic Planning first reported a position in USHY in Q4 2025 and held it in 1 quarter. The position peaked at $343K in Q4 2025. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • Holistic Planning reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Holistic Planning sold 9,185 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $343K.
  • Holistic Planning first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Holistic Planning's iShares Broad USD High Yield Corporate Bond ETF position peaked at $343K 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 Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.