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Waverly Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Waverly 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 		$93.4K Hold
2,536
– – ﹤0.01% 1537
2025
Q4 		$94.8K Buy
+2,536
New +$95K ﹤0.01% 1428

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

Waverly Advisors's USHY Position: Q1 2026 in Review

Waverly Advisors held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q1 2026 at 2,536 shares worth $93.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Waverly Advisors first reported a position in USHY in Q4 2025 and has held it in 2 quarters since. The position peaked at $94.8K in Q4 2025. 649 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • Waverly Advisors held 2,536 shares of iShares Broad USD High Yield Corporate Bond ETF worth $93.4K as of Q1 2026.
  • Waverly Advisors left its iShares Broad USD High Yield Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1537 holding.
  • Waverly Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $94.8K in Q4 2025.
  • 649 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

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