Kingswood Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Kingswood Wealth Advisors’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	-8,759	Closed	-$328K	–	975
2025 Q4	$328K	Sell	8,759 -1,457	-14%	-$54.6K	0.02%	652
2025 Q3	$386K	Buy	10,216 +1,350	+15%	+$50.6K	0.02%	550
2025 Q2	$333K	Sell	8,866 -486	-5%	-$17.8K	0.03%	539
2025 Q1	$343K	Sell	9,352 -8,854	-49%	-$328K	0.03%	496
2024 Q4	$670K	Buy	+18,206	New	+$677K	0.05%	362

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

Kingswood Wealth Advisors's USHY Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2026, closing a stake of 8,759 shares — an estimated $328K sold.

Kingswood Wealth Advisors first reported a position in USHY in Q4 2024 and held it in 5 quarters. The position peaked at $670K in Q4 2024. 649 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Kingswood Wealth Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Kingswood Wealth Advisors sold 8,759 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $328K.
Kingswood Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2024 and held it in 5 quarters.
Kingswood Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $670K in Q4 2024.
649 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.