Kestra Advisory Services
USHY icon

Kestra Advisory Services’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Kestra Advisory Services’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
Q3 		$4.87M Buy
136,339
+46,141
+51% +$1.69M 0.01% 913
2026
Q2 		$3.34M Sell
90,198
-38,378
-30% -$1.42M 0.01% 1054
2026
Q1 		$4.74M Sell
128,576
-16,597
-11% -$619K 0.02% 822
2025
Q4 		$5.43M Buy
145,173
+49,976
+52% +$1.87M 0.02% 688
2025
Q3 		$3.6M Sell
95,197
-8,383
-8% -$314K 0.02% 852
2025
Q2 		$3.89M Buy
103,580
+57,138
+123% +$2.1M 0.02% 755
2025
Q1 		$1.71M Buy
46,442
+1,247
+3% +$46.2K 0.01% 1062
2024
Q4 		$1.66M Sell
45,195
-104,436
-70% -$3.88M 0.01% 1102
2024
Q3 		$5.63M Buy
149,631
+72,119
+93% +$2.66M 0.03% 550
2024
Q2 		$2.81M Buy
77,512
+10,170
+15% +$368K 0.02% 798
2024
Q1 		$2.46M Buy
67,342
+35,107
+109% +$1.28M 0.02% 785
2023
Q4 		$1.17M Buy
32,235
+10,868
+51% +$381K 0.01% 1042
2023
Q3 		$742K Sell
21,367
-1,747
-8% -$61.4K 0.01% 1152
2023
Q2 		$816K Sell
23,114
-3,379
-13% -$119K 0.01% 1075
2023
Q1 		$942K Sell
26,493
-8,261
-24% -$291K 0.01% 975
2022
Q4 		$1.2M Buy
34,754
+11,358
+49% +$393K 0.01% 972
2022
Q3 		$787K Sell
23,396
-4,465
-16% -$159K 0.01% 1081
2022
Q2 		$965K Sell
27,861
-802
-3% -$29.4K 0.01% 991
2022
Q1 		$1.11M Sell
28,663
-45,303
-61% -$1.79M 0.01% 912
2021
Q4 		$3.05M Buy
73,966
+7,621
+11% +$313K 0.03% 535
2021
Q3 		$2.75M Buy
66,345
+11,047
+20% +$459K 0.03% 583
2021
Q2 		$2.31M Buy
55,298
+5,303
+11% +$219K 0.03% 591
2021
Q1 		$2.06M Buy
49,995
+29,842
+148% +$1.23M 0.03% 587
2020
Q4 		$830K Buy
20,153
+5,792
+40% +$234K 0.01% 949
2020
Q3 		$568K Buy
+14,361
New +$567K 0.01% 834

Other funds holding USHY

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Kestra Advisory Services's USHY Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 51% in Q3 2026, buying an estimated $1.69M and bringing the position to 136,339 shares worth $4.87M. The position accounts for 0.01% of the portfolio, ranked #913.

Kestra Advisory Services first reported a position in USHY in Q3 2020 and has held it in 25 quarters since. The position peaked at $5.63M in Q3 2024. 392 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

  • Kestra Advisory Services held 136,339 shares of iShares Broad USD High Yield Corporate Bond ETF worth $4.87M as of Q3 2026.
  • Kestra Advisory Services bought 46,141 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $1.69M.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #913 holding.
  • Kestra Advisory Services first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's iShares Broad USD High Yield Corporate Bond ETF position peaked at $5.63M in Q3 2024.
  • 392 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.