TAGStone Capital’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

TAGStone Capital’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	$280K	Buy	7,605 +84	+1%	+$3.13K	0.1%	115
2025 Q4	$281K	Buy	7,521 +170	+2%	+$6.37K	0.1%	100
2025 Q3	$278K	Buy	7,351 +41	+0.6%	+$1.54K	0.11%	101
2025 Q2	$273K	Buy	7,310 +593	+9%	+$21.7K	0.11%	97
2025 Q1	$247K	Buy	6,717 +76	+1%	+$2.82K	0.12%	87
2024 Q4	$244K	Buy	6,641 +151	+2%	+$5.62K	0.12%	86
2024 Q3	$244K	Buy	6,490 +106	+2%	+$3.92K	0.12%	87
2024 Q2	$232K	Buy	6,384 +111	+2%	+$4.01K	0.13%	84
2024 Q1	$230K	Buy	6,273 +75	+1%	+$2.73K	0.13%	83
2023 Q4	$225K	Buy	6,198 +135	+2%	+$4.73K	0.15%	80
2023 Q3	$210K	Buy	6,063 +102	+2%	+$3.58K	0.15%	76
2023 Q2	$210K	Buy	5,961 +100	+2%	+$3.51K	0.15%	78
2023 Q1	$208K	Buy	+5,861	New	+$206K	0.16%	77

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

TAGStone Capital's USHY Position: Q1 2026 in Review

TAGStone Capital increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 1.1% in Q1 2026, buying an estimated $3.13K and bringing the position to 7,605 shares worth $280K. The position accounts for 0.1% of the portfolio, ranked #115.

TAGStone Capital first reported a position in USHY in Q1 2023 and has held it in 13 quarters since. The position peaked at $281K in Q4 2025. 649 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

TAGStone Capital held 7,605 shares of iShares Broad USD High Yield Corporate Bond ETF worth $280K as of Q1 2026.
TAGStone Capital bought 84 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $3.13K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.1% of TAGStone Capital's portfolio in Q1 2026, its #115 holding.
TAGStone Capital first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
TAGStone Capital's iShares Broad USD High Yield Corporate Bond ETF position peaked at $281K in Q4 2025.
649 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.