KLCM Advisors
USHY icon

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

KLCM 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
Q3 		$219K Hold
6,125
– – 0.02% 263
2026
Q2 		$227K Hold
6,125
– – 0.02% 263
2026
Q1 		$226K Sell
6,125
-509
-8% -$19K 0.02% 239
2025
Q4 		$248K Buy
+6,634
New +$248K 0.02% 206

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance Helsinki, Finland $15.6B AUM 23.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

KLCM Advisors's USHY Position: Q3 2026 in Review

KLCM Advisors held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q3 2026 at 6,125 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #263.

KLCM Advisors first reported a position in USHY in Q4 2025 and has held it in 4 quarters since. The position peaked at $248K in Q4 2025. 604 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

  • KLCM Advisors held 6,125 shares of iShares Broad USD High Yield Corporate Bond ETF worth $219K as of Q3 2026.
  • KLCM Advisors left its iShares Broad USD High Yield Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.02% of KLCM Advisors's portfolio in Q3 2026, its #263 holding.
  • KLCM Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • KLCM Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $248K in Q4 2025.
  • 604 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on KLCM Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.