MCWS
USHY icon

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

McKinley Carter 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 		$850K Sell
23,075
-1,985
-8% -$74K 0.05% 180
2025
Q4 		$937K Sell
25,060
-2,207
-8% -$82.6K 0.05% 178
2025
Q3 		$1.03M Buy
27,267
+117
+0.4% +$4.38K 0.05% 175
2025
Q2 		$1.02M Sell
27,150
-2,121
-7% -$77.8K 0.06% 165
2025
Q1 		$1.08M Sell
29,271
-92,664
-76% -$3.44M 0.07% 154
2024
Q4 		$4.49M Buy
121,935
+4,855
+4% +$181K 0.27% 73
2024
Q3 		$4.41M Buy
117,080
+5,057
+5% +$187K 0.27% 73
2024
Q2 		$4.06M Sell
112,023
-103
-0.1% -$3.72K 0.26% 77
2024
Q1 		$4.1M Sell
112,126
-2,622
-2% -$95.3K 0.27% 75
2023
Q4 		$4.17M Buy
114,748
+1,149
+1% +$40.3K 0.31% 70
2023
Q3 		$3.94M Buy
113,599
+1,222
+1% +$42.9K 0.31% 66
2023
Q2 		$3.97M Sell
112,377
-3,808
-3% -$134K 0.3% 65
2023
Q1 		$4.13M Buy
116,185
+6,293
+6% +$221K 0.32% 62
2022
Q4 		$3.79M Sell
109,892
-2,384
-2% -$82.4K 0.32% 67
2022
Q3 		$3.77M Buy
112,276
+3,445
+3% +$122K 0.35% 61
2022
Q2 		$3.77M Buy
108,831
+7,853
+8% +$288K 0.33% 62
2022
Q1 		$3.92M Buy
100,978
+11,732
+13% +$464K 0.31% 65
2021
Q4 		$3.68M Buy
89,246
+7,795
+10% +$321K 0.27% 71
2021
Q3 		$3.38M Buy
81,451
+6,930
+9% +$288K 0.28% 71
2021
Q2 		$3.11M Buy
74,521
+12,698
+21% +$524K 0.26% 80
2021
Q1 		$2.55M Buy
+61,823
New +$2.54M 0.22% 92

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

McKinley Carter Wealth Services's USHY Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 7.9% in Q1 2026, selling an estimated $74K and leaving 23,075 shares worth $850K. The position accounts for 0.05% of the portfolio, ranked #180.

McKinley Carter Wealth Services first reported a position in USHY in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.49M in Q4 2024. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • McKinley Carter Wealth Services held 23,075 shares of iShares Broad USD High Yield Corporate Bond ETF worth $850K as of Q1 2026.
  • McKinley Carter Wealth Services sold 1,985 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $74K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.05% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #180 holding.
  • McKinley Carter Wealth Services first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • McKinley Carter Wealth Services's iShares Broad USD High Yield Corporate Bond ETF position peaked at $4.49M in Q4 2024.
  • 648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

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