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USHY icon

Sunbelt Securities’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Sunbelt Securities’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 		$807K Sell
21,893
-9,704
-31% -$362K 0.05% 301
2025
Q4 		$1.18M Sell
31,597
-606
-2% -$22.7K 0.08% 206
2025
Q3 		$1.22M Sell
32,203
-1,556
-5% -$58.3K 0.08% 205
2025
Q2 		$1.24M Buy
33,759
+1,606
+5% +$58.9K 0.11% 174
2025
Q1 		$1.18M Sell
32,153
-1,606
-5% -$59.6K 0.11% 167
2024
Q4 		$1.24M Buy
33,759
+526
+2% +$19.6K 0.11% 174
2024
Q3 		$1.25M Buy
33,233
+29,673
+834% +$1.1M 0.12% 174
2024
Q2 		$129K Buy
3,560
+2,322
+188% +$84K 0.01% 672
2024
Q1 		$45.3K Sell
1,238
-479
-28% -$17.4K 0.01% 892
2023
Q4 		$62.4K Sell
1,717
-123
-7% -$4.31K 0.01% 767
2023
Q3 		$63.9K Sell
1,840
-81
-4% -$2.85K 0.01% 754
2023
Q2 		$67.8K Buy
1,921
+32
+2% +$1.12K 0.01% 730
2023
Q1 		$66.4K Buy
+1,889
New +$66.4K 0.01% 682

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

Sunbelt Securities's USHY Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 31% in Q1 2026, selling an estimated $362K and leaving 21,893 shares worth $807K. The position accounts for 0.05% of the portfolio, ranked #301.

Sunbelt Securities first reported a position in USHY in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.25M in Q3 2024. 649 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • Sunbelt Securities held 21,893 shares of iShares Broad USD High Yield Corporate Bond ETF worth $807K as of Q1 2026.
  • Sunbelt Securities sold 9,704 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $362K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.05% of Sunbelt Securities's portfolio in Q1 2026, its #301 holding.
  • Sunbelt Securities first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.25M in Q3 2024.
  • 649 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.