Strategic Financial Concepts’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Strategic Financial Concepts’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	$224K	Buy	+6,086	New	+$227K	0.06%	266
2025 Q4	–	Sell	-5,325	Closed	-$201K	–	291
2025 Q3	$201K	Buy	+5,325	New	+$200K	0.03%	256
2025 Q2	–	Sell	-5,556	Closed	-$205K	–	363
2025 Q1	$205K	Sell	5,556 -171	-3%	-$6.34K	0.04%	319
2024 Q4	$211K	Buy	+5,727	New	+$213K	0.04%	308
2024 Q3	–	Sell	-168,916	Closed	-$4.59K	–	707
2024 Q2	$4.59K	Buy	+168,916	New	+$6.11M	﹤0.01%	490
2023 Q2	–	Sell	-18,006	Closed	-$640K	–	265
2023 Q1	$640K	Buy	+18,006	New	+$633K	0.26%	91

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

Strategic Financial Concepts's USHY Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2026: 6,086 shares worth $224K. The stake represents 0.06% of the portfolio and ranks #266 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in USHY as recently as Q3 2025.

Strategic Financial Concepts first reported a position in USHY in Q1 2023 and has held it in 6 quarters since. The position peaked at $640K in Q1 2023. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Strategic Financial Concepts held 6,086 shares of iShares Broad USD High Yield Corporate Bond ETF worth $224K as of Q1 2026.
iShares Broad USD High Yield Corporate Bond ETF was a new Strategic Financial Concepts position in Q1 2026.
iShares Broad USD High Yield Corporate Bond ETF made up 0.06% of Strategic Financial Concepts's portfolio in Q1 2026, its #266 holding.
Strategic Financial Concepts first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2023 and has held it in 6 quarters since.
Strategic Financial Concepts's iShares Broad USD High Yield Corporate Bond ETF position peaked at $640K in Q1 2023.
648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.