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Koss-Olinger Consulting’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Koss-Olinger Consulting’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 		$46.3M Sell
1,256,588
-221,759
-15% -$8.27M 3.88% 7
2025
Q4 		$55.3M Buy
1,478,347
+270,896
+22% +$10.1M 4.28% 5
2025
Q3 		$45.3M Sell
1,207,451
-5,059
-0.4% -$190K 3.74% 5
2025
Q2 		$45.5M Sell
1,212,510
-101,105
-8% -$3.71M 3.73% 5
2025
Q1 		$48.4M Buy
1,313,615
+14,881
+1% +$552K 4.07% 4
2024
Q4 		$47.8M Buy
1,298,734
+47,137
+4% +$1.75M 4.19% 4
2024
Q3 		$47.1M Buy
1,251,597
+14,159
+1% +$523K 4.09% 4
2024
Q2 		$44.9M Buy
+1,237,438
New +$44.7M 4.15% 6
2024
Q1 		– Sell
-1,787,745
Closed -$65M – 298
2023
Q4 		$65M Sell
1,787,745
-6,557
-0.4% -$230K 6.38% 2
2023
Q3 		$62.3M Buy
1,794,302
+2,657
+0.1% +$93.3K 9.19% 1
2023
Q2 		$63.2M Sell
1,791,645
-13,604
-0.8% -$477K 7.34% 3
2023
Q1 		$64.2M Buy
+1,805,249
New +$63.5M 8% 3

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

Koss-Olinger Consulting's USHY Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 15% in Q1 2026, selling an estimated $8.27M and leaving 1,256,588 shares worth $46.3M. The position accounts for 3.88% of the portfolio, ranked #7.

Koss-Olinger Consulting first reported a position in USHY in Q1 2023 and has held it in 12 quarters since. The position peaked at $65M in Q4 2023. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • Koss-Olinger Consulting held 1,256,588 shares of iShares Broad USD High Yield Corporate Bond ETF worth $46.3M as of Q1 2026.
  • Koss-Olinger Consulting sold 221,759 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $8.27M.
  • iShares Broad USD High Yield Corporate Bond ETF made up 3.88% of Koss-Olinger Consulting's portfolio in Q1 2026, its #7 holding.
  • Koss-Olinger Consulting first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2023 and has held it in 12 quarters since.
  • Koss-Olinger Consulting's iShares Broad USD High Yield Corporate Bond ETF position peaked at $65M in Q4 2023.
  • 648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.