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Oak Harbor Wealth Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Oak Harbor Wealth Partners’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 		$1.73M Buy
46,878
+2,405
+5% +$89.7K 0.4% 65
2025
Q4 		$1.66M Buy
44,473
+1,271
+3% +$47.6K 0.4% 63
2025
Q3 		$1.63M Sell
43,202
-458
-1% -$17.2K 0.4% 59
2025
Q2 		$1.64M Sell
43,660
-3,405
-7% -$125K 0.44% 56
2025
Q1 		$1.73M Sell
47,065
-124
-0.3% -$4.6K 0.5% 50
2024
Q4 		$1.74M Sell
47,189
-592
-1% -$22K 0.5% 53
2024
Q3 		$1.8M Buy
47,781
+5,892
+14% +$218K 0.51% 54
2024
Q2 		$1.52M Buy
41,889
+2,760
+7% +$99.8K 0.48% 54
2024
Q1 		$1.43M Sell
39,129
-564
-1% -$20.5K 0.45% 64
2023
Q4 		$1.44M Sell
39,693
-5,603
-12% -$196K 0.48% 59
2023
Q3 		$1.57M Buy
45,296
+7,950
+21% +$279K 0.56% 52
2023
Q2 		$1.32M Buy
37,346
+3,710
+11% +$130K 0.45% 62
2023
Q1 		$1.2M Sell
33,636
-5,680
-14% -$200K 0.43% 65
2022
Q4 		$1.36M Buy
39,316
+1,702
+5% +$58.8K 0.52% 56
2022
Q3 		$1.26M Buy
37,614
+831
+2% +$29.5K 0.5% 56
2022
Q2 		$1.27M Buy
36,783
+1,115
+3% +$40.9K 0.51% 54
2022
Q1 		$1.39M Buy
35,668
+2,716
+8% +$107K 0.45% 56
2021
Q4 		$1.36M Buy
+32,952
New +$1.35M 0.47% 57

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

Oak Harbor Wealth Partners's USHY Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 5.4% in Q1 2026, buying an estimated $89.7K and bringing the position to 46,878 shares worth $1.73M. The position accounts for 0.4% of the portfolio, ranked #65.

Oak Harbor Wealth Partners first reported a position in USHY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.8M in Q3 2024. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • Oak Harbor Wealth Partners held 46,878 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.73M as of Q1 2026.
  • Oak Harbor Wealth Partners bought 2,405 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $89.7K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.4% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #65 holding.
  • Oak Harbor Wealth Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Oak Harbor Wealth Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.8M in Q3 2024.
  • 648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.