Superior Planning, LLC’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Superior Planning, LLC’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	$41.7K	Buy	+1,168	New	+$42.8K	0.02%	426

Other funds holding USHY

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Ilmarinen Mutual Pension Insurance Helsinki, Finland $15.6B AUM 23.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's USHY Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2026: 1,168 shares worth $41.7K. The stake represents 0.02% of the portfolio and ranks #426 among its holdings.

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

Superior Planning, LLC held 1,168 shares of iShares Broad USD High Yield Corporate Bond ETF worth $41.7K as of Q3 2026.
iShares Broad USD High Yield Corporate Bond ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Broad USD High Yield Corporate Bond ETF made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #426 holding.
534 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.