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

Kestra Private Wealth 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
Q1 		$2.27M Buy
61,682
+14,904
+32% +$556K 0.03% 510
2025
Q4 		$1.75M Buy
46,778
+18,006
+63% +$674K 0.02% 589
2025
Q3 		$1.09M Sell
28,772
-453
-2% -$17K 0.01% 742
2025
Q2 		$1.1M Sell
29,225
-2,275
-7% -$83.4K 0.02% 707
2025
Q1 		$1.16M Sell
31,500
-4,683
-13% -$174K 0.02% 627
2024
Q4 		$1.33M Sell
36,183
-7,409
-17% -$276K 0.02% 551
2024
Q3 		$1.64M Buy
43,592
+12,264
+39% +$453K 0.03% 471
2024
Q2 		$1.14M Sell
31,328
-22
-0.1% -$795 0.02% 534
2024
Q1 		$1.15M Buy
31,350
+1,669
+6% +$60.7K 0.03% 519
2023
Q4 		$1.08M Sell
29,681
-1,035
-3% -$36.3K 0.03% 505
2023
Q3 		$1.07M Buy
30,716
+11,301
+58% +$397K 0.03% 446
2023
Q2 		$685K Buy
19,415
+772
+4% +$27.1K 0.02% 530
2023
Q1 		$663K Buy
18,643
+5,465
+41% +$192K 0.03% 519
2022
Q4 		$455K Buy
13,178
+5,339
+68% +$185K 0.02% 548
2022
Q3 		$264K Sell
7,839
-1,091
-12% -$38.8K 0.02% 692
2022
Q2 		$309K Sell
8,930
-5,879
-40% -$216K 0.02% 650
2022
Q1 		$575K Sell
14,809
-1,343
-8% -$53.1K 0.03% 528
2021
Q4 		$665K Sell
16,152
-33,364
-67% -$1.37M 0.03% 501
2021
Q3 		$2.06M Sell
49,516
-11,842
-19% -$492K 0.11% 195
2021
Q2 		$2.56M Buy
61,358
+1,137
+2% +$47K 0.16% 148
2021
Q1 		$2.48M Buy
60,221
+40,940
+212% +$1.69M 0.17% 141
2020
Q4 		$794K Sell
19,281
-367
-2% -$14.8K 0.06% 327
2020
Q3 		$775K Buy
+19,648
New +$776K 0.07% 291

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

Kestra Private Wealth Services's USHY Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 32% in Q1 2026, buying an estimated $556K and bringing the position to 61,682 shares worth $2.27M. The position accounts for 0.03% of the portfolio, ranked #510.

Kestra Private Wealth Services first reported a position in USHY in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.56M in Q2 2021. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • Kestra Private Wealth Services held 61,682 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2.27M as of Q1 2026.
  • Kestra Private Wealth Services bought 14,904 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $556K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.03% of Kestra Private Wealth Services's portfolio in Q1 2026, its #510 holding.
  • Kestra Private Wealth Services first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's iShares Broad USD High Yield Corporate Bond ETF position peaked at $2.56M in Q2 2021.
  • 648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.