Independent Advisor Alliance’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Independent Advisor Alliance’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	$4.47M	Buy	121,281 +86,619	+250%	+$3.23M	0.05%	337
2025 Q4	$1.3M	Buy	34,662 +18,688	+117%	+$700K	0.03%	401
2025 Q3	$603K	Buy	15,974 +6,286	+65%	+$236K	0.02%	570
2025 Q2	$363K	Sell	9,688 -2,936	-23%	-$108K	0.01%	680
2025 Q1	$465K	Sell	12,624 -5,683	-31%	-$211K	0.02%	541
2024 Q4	$674K	Buy	+18,307	New	+$681K	0.01%	847
2020 Q1	–	Sell	-23,656	Closed	-$972K	–	824
2019 Q4	$972K	Buy	+23,656	New	+$963K	0.04%	374

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

Independent Advisor Alliance's USHY Position: Q1 2026 in Review

Independent Advisor Alliance increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 250% in Q1 2026, buying an estimated $3.23M and bringing the position to 121,281 shares worth $4.47M. The position accounts for 0.05% of the portfolio, ranked #337.

Independent Advisor Alliance first reported a position in USHY in Q4 2019 and has held it in 7 quarters since. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Independent Advisor Alliance held 121,281 shares of iShares Broad USD High Yield Corporate Bond ETF worth $4.47M as of Q1 2026.
Independent Advisor Alliance bought 86,619 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $3.23M.
iShares Broad USD High Yield Corporate Bond ETF made up 0.05% of Independent Advisor Alliance's portfolio in Q1 2026, its #337 holding.
Independent Advisor Alliance first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2019 and has held it in 7 quarters since.
648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.