Mutual Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Mutual 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	$2.61M	Buy	70,961 +16,489	+30%	+$615K	0.06%	320
2025 Q4	$2.04M	Buy	54,472 +31,497	+137%	+$1.18M	0.04%	362
2025 Q3	$864K	Sell	22,975 -24,988	-52%	-$936K	0.02%	629
2025 Q2	$1.8M	Buy	47,963 +23,857	+99%	+$875K	0.04%	348
2025 Q1	$885K	Sell	24,106 -359	-1%	-$13.3K	0.03%	492
2024 Q4	$908K	Sell	24,465 -67,977	-74%	-$2.53M	0.03%	510
2024 Q3	$3.44M	Sell	92,442 -101,463	-52%	-$3.75M	0.1%	183
2024 Q2	$7.13M	Buy	+193,905	New	+$7.01M	0.22%	90
2023 Q4	–	Sell	-8,841	Closed	-$307K	–	1077
2023 Q3	$307K	Buy	+8,841	New	+$311K	0.01%	766

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

Mutual Advisors's USHY Position: Q1 2026 in Review

Mutual Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 30% in Q1 2026, buying an estimated $615K and bringing the position to 70,961 shares worth $2.61M. The position accounts for 0.06% of the portfolio, ranked #320.

Mutual Advisors first reported a position in USHY in Q3 2023 and has held it in 9 quarters since. The position peaked at $7.13M in Q2 2024. 649 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Mutual Advisors held 70,961 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2.61M as of Q1 2026.
Mutual Advisors bought 16,489 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $615K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.06% of Mutual Advisors's portfolio in Q1 2026, its #320 holding.
Mutual Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2023 and has held it in 9 quarters since.
Mutual Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $7.13M in Q2 2024.
649 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.