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

UMB Private Wealth Management’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
Q3 		$711K Buy
+19,891
New +$729K 0.69% 24

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance Helsinki, Finland $15.6B AUM 23.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

UMB Private Wealth Management's USHY Position: Q3 2026 in Review

UMB Private Wealth Management opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2026: 19,891 shares worth $711K. The stake represents 0.69% of the portfolio and ranks #24 among its holdings.

604 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

  • UMB Private Wealth Management held 19,891 shares of iShares Broad USD High Yield Corporate Bond ETF worth $711K as of Q3 2026.
  • iShares Broad USD High Yield Corporate Bond ETF was a new UMB Private Wealth Management position in Q3 2026.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.69% of UMB Private Wealth Management's portfolio in Q3 2026, its #24 holding.
  • 604 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on UMB Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.