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Petix & Botte Financial’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Petix & Botte Financial’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 		$743K Sell
10,087
-10,087
-50% -$376K 0.17% 71
2025
Q4 		$754K Hold
20,174
– – 0.17% 70
2025
Q3 		$762K Buy
20,174
+170
+0.8% +$6.37K 0.18% 68
2025
Q2 		$750K Buy
20,004
+434
+2% +$15.9K 0.18% 70
2025
Q1 		$720K Sell
19,570
-904
-4% -$33.5K 0.19% 69
2024
Q4 		$753K Buy
20,474
+32
+0.2% +$1.19K 0.2% 69
2024
Q3 		$770K Sell
20,442
-496
-2% -$18.3K 0.2% 61
2024
Q2 		$760K Sell
20,938
-171,975
-89% -$6.22M 0.22% 59
2024
Q1 		$7.06M Buy
192,913
+171,947
+820% +$6.25M 1.75% 18
2023
Q4 		$762K Hold
20,966
– – 0.22% 55
2023
Q3 		$728K Buy
20,966
+9,600
+84% +$337K 0.23% 53
2023
Q2 		$401K Buy
11,366
+5,683
+100% +$199K 0.12% 78
2023
Q1 		$202K Buy
+5,683
New +$200K 0.14% 73
2022
Q3 		– Sell
-5,791
Closed -$200K – 71
2022
Q2 		$200K Sell
5,791
-5,791
-50% -$212K 0.15% 68
2022
Q1 		$450K Buy
+11,582
New +$458K 0.14% 69
2021
Q4 		– Sell
-6,505
Closed -$268K – 111
2021
Q3 		$268K Buy
+6,505
New +$270K 0.09% 91

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

Petix & Botte Financial's USHY Position: Q1 2026 in Review

Petix & Botte Financial reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 50% in Q1 2026, selling an estimated $376K and leaving 10,087 shares worth $743K. The position accounts for 0.17% of the portfolio, ranked #71.

Petix & Botte Financial first reported a position in USHY in Q3 2021 and has held it in 16 quarters since. The position peaked at $7.06M in Q1 2024. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • Petix & Botte Financial held 10,087 shares of iShares Broad USD High Yield Corporate Bond ETF worth $743K as of Q1 2026.
  • Petix & Botte Financial sold 10,087 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $376K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.17% of Petix & Botte Financial's portfolio in Q1 2026, its #71 holding.
  • Petix & Botte Financial first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2021 and has held it in 16 quarters since.
  • Petix & Botte Financial's iShares Broad USD High Yield Corporate Bond ETF position peaked at $7.06M in Q1 2024.
  • 648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.