&Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

&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	$24.7M	Buy	674,540 +25,868	+4%	+$964K	0.12%	157
2025 Q4	$24.3M	Sell	648,672 -50,673	-7%	-$1.9M	0.13%	151
2025 Q3	$25.8M	Buy	699,345 +80,480	+13%	+$3.02M	0.17%	125
2025 Q2	$23.2M	Sell	618,865 -31,793	-5%	-$1.17M	0.18%	121
2025 Q1	$23.9M	Buy	650,658 +81,375	+14%	+$3.02M	0.25%	88
2024 Q4	$21M	Buy	569,283 +369,609	+185%	+$13.7M	0.25%	88
2024 Q3	$7.58M	Buy	199,674 +150,681	+308%	+$5.57M	0.15%	149
2024 Q2	$1.78M	Buy	48,993 +42,960	+712%	+$1.55M	0.08%	231
2024 Q1	$221K	Buy	+6,033	New	+$219K	0.03%	437

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

&Partners's USHY Position: Q1 2026 in Review

&Partners increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 4% in Q1 2026, buying an estimated $964K and bringing the position to 674,540 shares worth $24.7M. The position accounts for 0.12% of the portfolio, ranked #157.

&Partners first reported a position in USHY in Q1 2024 and has held it in 9 quarters since. The position peaked at $25.8M in Q3 2025. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

&Partners held 674,540 shares of iShares Broad USD High Yield Corporate Bond ETF worth $24.7M as of Q1 2026.
&Partners bought 25,868 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $964K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.12% of &Partners's portfolio in Q1 2026, its #157 holding.
&Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
&Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $25.8M in Q3 2025.
648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.