Olistico Wealth’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Olistico Wealth’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 Q3	$80.4K	Sell	2,251 -28	-1%	-$1.03K	0.03%	138
2026 Q2	$84.4K	Hold	2,279	–	–	0.04%	132
2026 Q1	$84K	Buy	2,279 +343	+18%	+$12.8K	0.04%	134
2025 Q4	$72.4K	Buy	+1,936	New	+$72.5K	0.04%	133
2025 Q3	–	Sell	-1,954	Closed	-$73.3K	–	322
2025 Q2	$73.3K	Sell	1,954 -9	-0.5%	-$330	0.04%	139
2025 Q1	$72.3K	Buy	1,963 +599	+44%	+$22.2K	0.04%	140
2024 Q4	$50.2K	Sell	1,364 -320	-19%	-$11.9K	0.03%	159
2024 Q3	$63.4K	Hold	1,684	–	–	0.04%	149
2024 Q2	$61.1K	Buy	+1,684	New	+$60.9K	0.04%	149

Other funds holding USHY

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Olistico Wealth's USHY Position: Q3 2026 in Review

Olistico Wealth reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 1.2% in Q3 2026, selling an estimated $1.03K and leaving 2,251 shares worth $80.4K. The position accounts for 0.03% of the portfolio, ranked #138.

Olistico Wealth first reported a position in USHY in Q2 2024 and has held it in 9 quarters since. The position peaked at $84.4K in Q2 2026. 10 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

Olistico Wealth held 2,251 shares of iShares Broad USD High Yield Corporate Bond ETF worth $80.4K as of Q3 2026.
Olistico Wealth sold 28 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $1.03K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.03% of Olistico Wealth's portfolio in Q3 2026, its #138 holding.
Olistico Wealth first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's iShares Broad USD High Yield Corporate Bond ETF position peaked at $84.4K in Q2 2026.
10 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.