Mount Yale Investment Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Mount Yale Investment 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	-5,828	Closed	-$218K	–	1130
2025 Q4	$218K	Sell	5,828 -25,503	-81%	-$955K	0.01%	675
2025 Q3	$1.18M	Buy	31,331 +31,250	+38,580%	+$1.17M	0.08%	248
2025 Q2	$3.04K	Buy	+81	New	+$2.97K	﹤0.01%	1288
2023 Q1	–	Sell	-6,612	Closed	-$228K	–	534
2022 Q4	$228K	Buy	+6,612	New	+$229K	0.03%	415

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 $4.25M AUM 33.15% 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

Mount Yale Investment Advisors's USHY Position: Q1 2026 in Review

Mount Yale Investment Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2026, closing a stake of 5,828 shares — an estimated $218K sold.

Mount Yale Investment Advisors first reported a position in USHY in Q4 2022 and held it in 4 quarters. The position peaked at $1.18M in Q3 2025. 650 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Mount Yale Investment Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Mount Yale Investment Advisors sold 5,828 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $218K.
Mount Yale Investment Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
Mount Yale Investment Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.18M in Q3 2025.
650 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.