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Prestige Wealth Management Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Prestige Wealth Management Group’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 		$436K Sell
11,827
-751,694
-98% -$28M 0.09% 111
2025
Q4 		$28.6M Buy
763,521
+18,872
+3% +$707K 5.45% 4
2025
Q3 		$28.1M Buy
744,649
+18,704
+3% +$701K 5.43% 4
2025
Q2 		$27.2M Sell
725,945
-31,258
-4% -$1.15M 5.55% 5
2025
Q1 		$27.9M Buy
757,203
+32,606
+4% +$1.21M 5.96% 4
2024
Q4 		$26.7M Buy
724,597
+27,043
+4% +$1.01M 5.54% 4
2024
Q3 		$26.3M Sell
697,554
-4,089
-0.6% -$151K 5.43% 3
2024
Q2 		$25.5M Sell
701,643
-21,375
-3% -$773K 5.5% 3
2024
Q1 		$26.5M Buy
723,018
+68,390
+10% +$2.49M 5.7% 3
2023
Q4 		$23.8M Sell
654,628
-33,678
-5% -$1.18M 5.4% 2
2023
Q3 		$23.9M Buy
688,306
+55,770
+9% +$1.96M 5.89% 2
2023
Q2 		$22.3M Sell
632,536
-3,187
-0.5% -$112K 5.29% 5
2023
Q1 		$22.6M Buy
635,723
+631,657
+15,535% +$22.2M 5.68% 4
2022
Q4 		$140K Buy
+4,066
New +$141K 0.04% 159
2022
Q1 		– Sell
-550
Closed -$23K – 1055
2021
Q4 		$23K Hold
550
– – 0.01% 360
2021
Q3 		$23K Hold
550
– – 0.01% 355
2021
Q2 		$23K Hold
550
– – 0.01% 346
2021
Q1 		$23K Sell
550
-241
-30% -$9.92K 0.01% 341
2020
Q4 		$33K Sell
791
-946
-54% -$38.2K 0.01% 291
2020
Q3 		$68K Buy
1,737
+693
+66% +$27.4K 0.02% 211
2020
Q2 		$40K Buy
+1,044
New +$39K 0.01% 248

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

Prestige Wealth Management Group's USHY Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 98% in Q1 2026, selling an estimated $28M and leaving 11,827 shares worth $436K. The position accounts for 0.09% of the portfolio, ranked #111.

Prestige Wealth Management Group first reported a position in USHY in Q2 2020 and has held it in 21 quarters since. The position peaked at $28.6M in Q4 2025. 649 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • Prestige Wealth Management Group held 11,827 shares of iShares Broad USD High Yield Corporate Bond ETF worth $436K as of Q1 2026.
  • Prestige Wealth Management Group sold 751,694 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $28M.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.09% of Prestige Wealth Management Group's portfolio in Q1 2026, its #111 holding.
  • Prestige Wealth Management Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2020 and has held it in 21 quarters since.
  • Prestige Wealth Management Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $28.6M in Q4 2025.
  • 649 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.