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Triad Wealth Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Triad Wealth Partners’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 		$388K Buy
+10,519
New +$392K 0.03% 336
2024
Q3 		– Sell
-543
Closed -$19.7K – 876
2024
Q2 		$19.7K Buy
+543
New +$19.6K 0.01% 351

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

Triad Wealth Partners's USHY Position: Q1 2026 in Review

Triad Wealth Partners opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2026: 10,519 shares worth $388K. The stake represents 0.03% of the portfolio and ranks #336 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in USHY as recently as Q2 2024.

Triad Wealth Partners first reported a position in USHY in Q2 2024 and has held it in 2 quarters since. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • Triad Wealth Partners held 10,519 shares of iShares Broad USD High Yield Corporate Bond ETF worth $388K as of Q1 2026.
  • iShares Broad USD High Yield Corporate Bond ETF was a new Triad Wealth Partners position in Q1 2026.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #336 holding.
  • Triad Wealth Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.