Twin City Private Wealth’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Twin City Private Wealth’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	-5,410	Closed	-$202K	–	102
2025 Q4	$202K	Sell	5,410 -1,897	-26%	-$71K	0.15%	91
2025 Q3	$276K	Sell	7,307 -1,170	-14%	-$43.8K	0.22%	89
2025 Q2	$318K	Buy	8,477 +1,860	+28%	+$68.2K	0.26%	83
2025 Q1	$244K	Buy	+6,617	New	+$245K	0.21%	84
2024 Q4	–	Sell	-5,414	Closed	-$204K	–	98
2024 Q3	$204K	Buy	+5,414	New	+$200K	0.18%	91
2024 Q2	–	Sell	-5,606	Closed	-$205K	–	101
2024 Q1	$205K	Buy	+5,606	New	+$204K	0.2%	88

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

Twin City Private Wealth's USHY Position: Q1 2026 in Review

Twin City Private Wealth sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2026, closing a stake of 5,410 shares — an estimated $202K sold.

Twin City Private Wealth first reported a position in USHY in Q1 2024 and held it in 6 quarters. The position peaked at $318K in Q2 2025. 650 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Twin City Private Wealth reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Twin City Private Wealth sold 5,410 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $202K.
Twin City Private Wealth first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2024 and held it in 6 quarters.
Twin City Private Wealth's iShares Broad USD High Yield Corporate Bond ETF position peaked at $318K in Q2 2025.
650 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.