SF
USHY icon

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

Summit Financial’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 		$836K Buy
22,701
+4,019
+22% +$150K 0.01% 832
2025
Q4 		$699K Sell
18,682
-970
-5% -$36.3K 0.01% 783
2025
Q3 		$742K Buy
19,652
+8,421
+75% +$316K 0.01% 745
2025
Q2 		$421K Buy
11,231
+445
+4% +$16.3K 0.01% 604
2025
Q1 		$397K Sell
10,786
-1,269
-11% -$47.1K 0.01% 567
2024
Q4 		$444K Sell
12,055
-3,776
-24% -$140K 0.02% 468
2024
Q3 		$596K Sell
15,831
-3,632
-19% -$134K 0.02% 344
2024
Q2 		$706K Buy
19,463
+9,184
+89% +$332K 0.03% 273
2024
Q1 		$376K Sell
10,279
-1,569
-13% -$57K 0.02% 294
2023
Q4 		$431K Sell
11,848
-2,791
-19% -$97.9K 0.03% 261
2023
Q3 		$508K Sell
14,639
-6,197
-30% -$218K 0.04% 236
2023
Q2 		$736K Sell
20,836
-4,828
-19% -$169K 0.05% 182
2023
Q1 		$912K Sell
25,664
-2,847
-10% -$100K 0.08% 123
2022
Q4 		$984K Sell
28,511
-4,006
-12% -$138K 0.09% 114
2022
Q3 		$1.09M Buy
32,517
+1,506
+5% +$53.5K 0.1% 99
2022
Q2 		$1.07M Buy
31,011
+8,610
+38% +$316K 0.1% 91
2022
Q1 		$871K Buy
22,401
+11,229
+101% +$444K 0.07% 131
2021
Q4 		$460K Buy
+11,172
New +$459K 0.04% 174

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

Summit Financial's USHY Position: Q1 2026 in Review

Summit Financial increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 22% in Q1 2026, buying an estimated $150K and bringing the position to 22,701 shares worth $836K. The position accounts for 0.01% of the portfolio, ranked #832.

Summit Financial first reported a position in USHY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.09M in Q3 2022. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • Summit Financial held 22,701 shares of iShares Broad USD High Yield Corporate Bond ETF worth $836K as of Q1 2026.
  • Summit Financial bought 4,019 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $150K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #832 holding.
  • Summit Financial first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Summit Financial's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.09M in Q3 2022.
  • 648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.