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Howe & Rusling’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Howe & Rusling’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 		$9.59M Buy
260,418
+17,680
+7% +$659K 0.63% 52
2025
Q4 		$9.08M Buy
242,738
+9,235
+4% +$346K 0.6% 52
2025
Q3 		$8.82M Buy
233,503
+20,088
+9% +$753K 0.6% 53
2025
Q2 		$8.01M Buy
213,415
+4,889
+2% +$179K 0.59% 51
2025
Q1 		$7.68M Buy
208,526
+19,460
+10% +$722K 0.65% 52
2024
Q4 		$6.96M Sell
189,066
-160
-0.1% -$5.95K 0.6% 53
2024
Q3 		$7.12M Sell
189,226
-939
-0.5% -$34.7K 0.61% 57
2024
Q2 		$6.9M Sell
190,165
-5,168
-3% -$187K 0.63% 55
2024
Q1 		$7.15M Buy
195,333
+17,408
+10% +$633K 0.68% 54
2023
Q4 		$6.47M Sell
177,925
-79,981
-31% -$2.8M 0.69% 52
2023
Q3 		$8.95M Buy
257,906
+5,734
+2% +$201K 1.06% 30
2023
Q2 		$8.9M Buy
252,172
+4,725
+2% +$166K 1% 34
2023
Q1 		$8.8M Buy
247,447
+19,801
+9% +$696K 1.05% 33
2022
Q4 		$7.86M Sell
227,646
-22,439
-9% -$775K 0.99% 39
2022
Q3 		$8.41M Sell
250,085
-3,332
-1% -$118K 1.12% 26
2022
Q2 		$8.77M Buy
253,417
+45,024
+22% +$1.65M 1.11% 32
2022
Q1 		$8.1M Buy
208,393
+63,011
+43% +$2.49M 0.94% 39
2021
Q4 		$5.99M Buy
145,382
+38,451
+36% +$1.58M 0.7% 49
2021
Q3 		$4.44M Buy
106,931
+19,488
+22% +$810K 0.56% 62
2021
Q2 		$3.65M Buy
87,443
+19,613
+29% +$810K 0.46% 67
2021
Q1 		$2.79M Buy
67,830
+24,081
+55% +$991K 0.38% 71
2020
Q4 		$1.8M Buy
43,749
+35,756
+447% +$1.44M 0.27% 74
2020
Q3 		$315K Buy
+7,993
New +$316K 0.05% 120

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 $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

Howe & Rusling's USHY Position: Q1 2026 in Review

Howe & Rusling increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 7.3% in Q1 2026, buying an estimated $659K and bringing the position to 260,418 shares worth $9.59M. The position accounts for 0.63% of the portfolio, ranked #52.

Howe & Rusling first reported a position in USHY in Q3 2020 and has held it in 23 quarters since. 650 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • Howe & Rusling held 260,418 shares of iShares Broad USD High Yield Corporate Bond ETF worth $9.59M as of Q1 2026.
  • Howe & Rusling bought 17,680 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $659K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.63% of Howe & Rusling's portfolio in Q1 2026, its #52 holding.
  • Howe & Rusling first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • 650 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.