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

Retirement Wealth Solutions’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	–	Sell	-9,597	Closed	-$359K	–	854
2025 Q4	$359K	Hold	9,597	–	–	0.23%	43
2025 Q3	$363K	Buy	+9,597	New	+$360K	0.24%	42
2025 Q1	–	Sell	-123	Closed	-$4.52K	–	453
2024 Q4	$4.52K	Buy	+123	New	+$4.57K	﹤0.01%	304

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

Retirement Wealth Solutions's USHY Position: Q1 2026 in Review

Retirement Wealth Solutions sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2026, closing a stake of 9,597 shares — an estimated $359K sold.

Retirement Wealth Solutions first reported a position in USHY in Q4 2024 and held it in 3 quarters. The position peaked at $363K in Q3 2025. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Retirement Wealth Solutions reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Retirement Wealth Solutions sold 9,597 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $359K.
Retirement Wealth Solutions first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
Retirement Wealth Solutions's iShares Broad USD High Yield Corporate Bond ETF position peaked at $363K 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 Retirement Wealth Solutions's 13F filing for Q1 2026, filed 7 Apr 2026.