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

Smallwood Wealth Investment Management’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
-2
Closed -$74 – 541
2025
Q4 		$74 Hold
2
– – ﹤0.01% 486
2025
Q3 		$75 Buy
+2
New +$75 ﹤0.01% 500

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UBS Group
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CF
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BlackRock
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BCIM
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Smallwood Wealth Investment Management's USHY Position: Q1 2026 in Review

Smallwood Wealth Investment Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2026, closing a stake of 2 shares — an estimated $74 sold.

Smallwood Wealth Investment Management first reported a position in USHY in Q3 2025 and held it in 2 quarters. The position peaked at $75 in Q3 2025. 653 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • Smallwood Wealth Investment Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 2 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $74.
  • Smallwood Wealth Investment Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2025 and held it in 2 quarters.
  • Smallwood Wealth Investment Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $75 in Q3 2025.
  • 653 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.