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United Capital Financial Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

United Capital Financial Advisors’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 		$6.49M Sell
176,662
-63,827
-27% -$2.38M 0.04% 315
2025
Q4 		$8.99M Buy
240,489
+7,793
+3% +$292K 0.05% 261
2025
Q3 		$8.79M Sell
232,696
-5,496
-2% -$206K 0.06% 232
2025
Q2 		$8.93M Sell
238,192
-58,778
-20% -$2.16M 0.07% 215
2025
Q1 		$10.9M Buy
296,970
+210,830
+245% +$7.82M 0.09% 165
2024
Q4 		$3.17M Buy
86,140
+58,988
+217% +$2.19M 0.03% 334
2024
Q3 		$1.02M Sell
27,152
-570
-2% -$21.1K 0.01% 538
2024
Q2 		$1.01M Sell
27,722
-755
-3% -$27.3K 0.01% 527
2024
Q1 		$1.04M Buy
28,477
+474
+2% +$17.2K 0.01% 550
2023
Q4 		$1.02M Buy
+28,003
New +$982K 0.01% 560
2022
Q4 		– Sell
-49,316
Closed -$1.66M – 1109
2022
Q3 		$1.66M Sell
49,316
-23,751
-33% -$844K 0.01% 505
2022
Q2 		$2.53M Sell
73,067
-5,499
-7% -$202K 0.01% 449
2022
Q1 		$3.05M Sell
78,566
-11,538
-13% -$456K 0.01% 443
2021
Q4 		$3.71M Buy
90,104
+8,925
+11% +$367K 0.02% 425
2021
Q3 		$3.37M Buy
81,179
+58,338
+255% +$2.42M 0.02% 434
2021
Q2 		$953K Buy
22,841
+3,106
+16% +$128K ﹤0.01% 710
2021
Q1 		$813K Buy
+19,735
New +$812K ﹤0.01% 720
2020
Q3 		– Sell
-24,122
Closed -$922K – 1234
2020
Q2 		$922K Sell
24,122
-8,366
-26% -$313K 0.01% 685
2020
Q1 		$1.15M Buy
32,488
+16,363
+101% +$646K 0.01% 600
2019
Q4 		$663K Buy
+16,125
New +$657K ﹤0.01% 911

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

United Capital Financial Advisors's USHY Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 27% in Q1 2026, selling an estimated $2.38M and leaving 176,662 shares worth $6.49M. The position accounts for 0.04% of the portfolio, ranked #315.

United Capital Financial Advisors first reported a position in USHY in Q4 2019 and has held it in 20 quarters since. The position peaked at $10.9M in Q1 2025. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • United Capital Financial Advisors held 176,662 shares of iShares Broad USD High Yield Corporate Bond ETF worth $6.49M as of Q1 2026.
  • United Capital Financial Advisors sold 63,827 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $2.38M.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.04% of United Capital Financial Advisors's portfolio in Q1 2026, its #315 holding.
  • United Capital Financial Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • United Capital Financial Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $10.9M in Q1 2025.
  • 648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.