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Journey Retirement Planning & Investment Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Journey Retirement Planning & Investment Management’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
-8,013
Closed -$300K – 242
2025
Q4 		$300K Buy
+8,013
New +$300K 0.06% 199

Other funds holding USHY

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PP
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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 $6.73T AUM 46.02% 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

Journey Retirement Planning & Investment Management's USHY Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2026, closing a stake of 8,013 shares — an estimated $300K sold.

Journey Retirement Planning & Investment Management first reported a position in USHY in Q4 2025 and held it in 1 quarter. The position peaked at $300K in Q4 2025. 652 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 8,013 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $300K.
  • Journey Retirement Planning & Investment Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $300K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.