WAS
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Winch Advisory Services’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Winch Advisory Services’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 		$952K Buy
25,829
+913
+4% +$34K 0.22% 57
2025
Q4 		$932K Buy
24,916
+553
+2% +$20.7K 0.21% 53
2025
Q3 		$920K Buy
24,363
+1,046
+4% +$39.2K 0.21% 54
2025
Q2 		$875K Sell
23,317
-758
-3% -$27.8K 0.21% 49
2025
Q1 		$886K Sell
24,075
-3,171
-12% -$118K 0.23% 48
2024
Q4 		$1M Buy
27,246
+2,442
+10% +$90.8K 0.26% 46
2024
Q3 		$934K Buy
24,804
+2,550
+11% +$94.2K 0.26% 46
2024
Q2 		$807K Buy
22,254
+7,342
+49% +$265K 0.23% 49
2024
Q1 		$546K Buy
14,912
+11,273
+310% +$410K 0.17% 54
2023
Q4 		$132K Buy
3,639
+2,605
+252% +$91.3K 0.04% 96
2023
Q3 		$36K Buy
+1,034
New +$36.3K 0.01% 161

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