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Mowery & Schoenfeld Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Mowery & Schoenfeld Wealth Management’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
-91
Closed -$3.4K – 485
2025
Q4 		$3.4K Buy
+91
New +$3.41K ﹤0.01% 363

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $4.25M AUM 33.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's USHY Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2026, closing a stake of 91 shares — an estimated $3.4K sold.

Mowery & Schoenfeld Wealth Management first reported a position in USHY in Q4 2025 and held it in 1 quarter. The position peaked at $3.4K in Q4 2025. 653 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 91 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $3.4K.
  • Mowery & Schoenfeld Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $3.4K in Q4 2025.
  • 653 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.