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Trivium Point Advisory’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Trivium Point Advisory’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 		– Sell
-17,364
Closed -$649K – 341
2025
Q4 		$649K Buy
17,364
+5,853
+51% +$219K 0.07% 216
2025
Q3 		$435K Buy
11,511
+2,142
+23% +$80.3K 0.04% 253
2025
Q2 		$351K Buy
9,369
+1,694
+22% +$62.1K 0.04% 273
2025
Q1 		$283K Buy
+7,675
New +$285K 0.04% 290

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

Trivium Point Advisory's USHY Position: Q1 2026 in Review

Trivium Point Advisory sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2026, closing a stake of 17,364 shares — an estimated $649K sold.

Trivium Point Advisory first reported a position in USHY in Q1 2025 and held it in 4 quarters. The position peaked at $649K in Q4 2025. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • Trivium Point Advisory reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Trivium Point Advisory sold 17,364 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $649K.
  • Trivium Point Advisory first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2025 and held it in 4 quarters.
  • Trivium Point Advisory's iShares Broad USD High Yield Corporate Bond ETF position peaked at $649K in Q4 2025.
  • 648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.