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Kathmere Capital Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Kathmere Capital 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 		$2.62M Buy
71,094
+8,592
+14% +$320K 0.16% 102
2025
Q4 		$2.34M Sell
62,502
-100,385
-62% -$3.76M 0.16% 100
2025
Q3 		$6.15M Buy
162,887
+79,958
+96% +$3M 0.44% 49
2025
Q2 		$3.11M Buy
82,929
+1,600
+2% +$58.7K 0.24% 74
2025
Q1 		$2.99M Buy
81,329
+5,952
+8% +$221K 0.25% 69
2024
Q4 		$2.77M Sell
75,377
-271
-0.4% -$10.1K 0.25% 70
2024
Q3 		$2.85M Buy
75,648
+16,887
+29% +$624K 0.27% 67
2024
Q2 		$2.13M Buy
58,761
+29,293
+99% +$1.06M 0.23% 70
2024
Q1 		$1.08M Buy
+29,468
New +$1.07M 0.12% 95
2020
Q1 		– Sell
-31,367
Closed -$1.29M – 122
2019
Q4 		$1.29M Buy
+31,367
New +$1.28M 0.46% 43

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