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

Primoris Wealth Advisors’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	$1.35M	Sell	36,700 -3,500	-9%	-$130K	0.95%	32
2025 Q4	$1.5M	Buy	40,200 +250	+0.6%	+$9.36K	0.9%	36
2025 Q3	$1.51M	Buy	39,950 +1,000	+3%	+$37.5K	0.96%	33
2025 Q2	$1.46M	Hold	38,950	–	–	1%	33
2025 Q1	$1.43M	Buy	38,950 +2,000	+5%	+$74.2K	1.11%	31
2024 Q4	$1.36M	Buy	36,950 +22,550	+157%	+$839K	1.03%	31
2024 Q3	$542K	Sell	14,400 -300	-2%	-$11.1K	0.39%	63
2024 Q2	$533K	Buy	+14,700	New	+$532K	0.43%	63

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

Primoris Wealth Advisors's USHY Position: Q1 2026 in Review

Primoris Wealth Advisors reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 8.7% in Q1 2026, selling an estimated $130K and leaving 36,700 shares worth $1.35M. The position accounts for 0.95% of the portfolio, ranked #32.

Primoris Wealth Advisors first reported a position in USHY in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.51M in Q3 2025. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Primoris Wealth Advisors held 36,700 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.35M as of Q1 2026.
Primoris Wealth Advisors sold 3,500 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $130K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.95% of Primoris Wealth Advisors's portfolio in Q1 2026, its #32 holding.
Primoris Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Primoris Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.51M 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 Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.