Joel Adams & Associates’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Joel Adams & Associates’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	$2.14M	Buy	58,072 +3,079	+6%	+$115K	1.59%	13
2025 Q4	$2.06M	Buy	54,993 +7,645	+16%	+$286K	1.55%	14
2025 Q3	$1.79M	Buy	47,348 +3,441	+8%	+$129K	1.44%	14
2025 Q2	$1.65M	Buy	43,907 +2,267	+5%	+$83.1K	1.46%	14
2025 Q1	$1.53M	Buy	41,640 +3,692	+10%	+$137K	1.38%	14
2024 Q4	$1.4M	Buy	+37,948	New	+$1.41M	1.27%	15

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

Joel Adams & Associates's USHY Position: Q1 2026 in Review

Joel Adams & Associates increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 5.6% in Q1 2026, buying an estimated $115K and bringing the position to 58,072 shares worth $2.14M. The position accounts for 1.59% of the portfolio, ranked #13.

Joel Adams & Associates first reported a position in USHY in Q4 2024 and has held it in 6 quarters since. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Joel Adams & Associates held 58,072 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2.14M as of Q1 2026.
Joel Adams & Associates bought 3,079 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $115K.
iShares Broad USD High Yield Corporate Bond ETF made up 1.59% of Joel Adams & Associates's portfolio in Q1 2026, its #13 holding.
Joel Adams & Associates first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.