Unique Wealth Strategies’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Unique Wealth Strategies’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	-8,828	Closed	-$330K	–	257
2025 Q4	$330K	Buy	+8,828	New	+$331K	0.13%	178
2025 Q3	–	Sell	-9,980	Closed	-$374K	–	252
2025 Q2	$374K	Buy	+9,980	New	+$366K	0.16%	170
2025 Q1	–	Sell	-8,373	Closed	-$308K	–	220
2024 Q4	$308K	Buy	+8,373	New	+$311K	0.13%	168
2024 Q3	–	Sell	-5,844	Closed	-$214K	–	651
2024 Q2	$214K	Hold	5,844	–	–	0.1%	174
2024 Q1	$214K	Sell	5,844 -1,973	-25%	-$71.7K	0.1%	174
2023 Q4	$284K	Buy	+7,817	New	+$274K	0.19%	127

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

Unique Wealth Strategies's USHY Position: Q1 2026 in Review

Unique Wealth Strategies sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2026, closing a stake of 8,828 shares — an estimated $330K sold.

Unique Wealth Strategies first reported a position in USHY in Q4 2023 and held it in 6 quarters. The position peaked at $374K in Q2 2025. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Unique Wealth Strategies reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Unique Wealth Strategies sold 8,828 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $330K.
Unique Wealth Strategies first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
Unique Wealth Strategies's iShares Broad USD High Yield Corporate Bond ETF position peaked at $374K in Q2 2025.
648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Unique Wealth Strategies's 13F filing for Q1 2026, filed 15 Jul 2026.