Mark Sheptoff Financial Planning’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Mark Sheptoff Financial Planning’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	$4.03K	Hold	109	–	–	﹤0.01%	455
2025 Q4	$4.08K	Hold	109	–	–	﹤0.01%	450
2025 Q3	$4.12K	Hold	109	–	–	﹤0.01%	425
2025 Q2	$4.09K	Hold	109	–	–	﹤0.01%	417
2025 Q1	$4.01K	Hold	109	–	–	﹤0.01%	389
2024 Q4	$4.01K	Hold	109	–	–	﹤0.01%	381
2024 Q3	$4.1K	Hold	109	–	–	﹤0.01%	375
2024 Q2	$3.96K	Hold	109	–	–	﹤0.01%	376
2024 Q1	$3.99K	Hold	109	–	–	﹤0.01%	342
2023 Q4	$3.96K	Buy	+109	New	+$3.82K	﹤0.01%	337

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

Mark Sheptoff Financial Planning's USHY Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q1 2026 at 109 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Mark Sheptoff Financial Planning first reported a position in USHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.12K in Q3 2025. 649 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Mark Sheptoff Financial Planning held 109 shares of iShares Broad USD High Yield Corporate Bond ETF worth $4.03K as of Q1 2026.
Mark Sheptoff Financial Planning left its iShares Broad USD High Yield Corporate Bond ETF share count unchanged in Q1 2026.
iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #455 holding.
Mark Sheptoff Financial Planning first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Mark Sheptoff Financial Planning's iShares Broad USD High Yield Corporate Bond ETF position peaked at $4.12K in Q3 2025.
649 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.