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

Adams 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
Q2 		$499K Buy
13,474
+1,428
+12% +$52.9K 0.1% 105
2026
Q1 		$444K Buy
12,046
+3,421
+40% +$128K 0.1% 100
2025
Q4 		$323K Buy
8,625
+1,432
+20% +$53.6K 0.07% 129
2025
Q3 		$272K Sell
7,193
-1,636
-19% -$61.3K 0.06% 144
2025
Q2 		$331K Sell
8,829
-4,496
-34% -$165K 0.06% 123
2025
Q1 		$490K Sell
13,325
-1,736
-12% -$64.4K 0.1% 95
2024
Q4 		$554K Buy
15,061
+2,508
+20% +$93.3K 0.11% 89
2024
Q3 		$473K Sell
12,553
-815
-6% -$30.1K 0.1% 90
2024
Q2 		$485K Buy
13,368
+2,180
+19% +$78.8K 0.11% 84
2024
Q1 		$409K Sell
11,188
-691
-6% -$25.1K 0.1% 83
2023
Q4 		$432K Sell
11,879
-7,869
-40% -$276K 0.13% 79
2023
Q3 		$685K Buy
19,748
+3,830
+24% +$135K 0.23% 67
2023
Q2 		$562K Sell
15,918
-1,433
-8% -$50.3K 0.18% 77
2023
Q1 		$617K Sell
17,351
-9,679
-36% -$340K 0.2% 79
2022
Q4 		$933K Buy
27,030
+8,035
+42% +$278K 0.33% 39
2022
Q3 		$639K Buy
18,995
+8,269
+77% +$294K 0.24% 49
2022
Q2 		$371K Sell
10,726
-3,108
-22% -$114K 0.14% 58
2022
Q1 		$538K Buy
13,834
+243
+2% +$9.6K 0.18% 48
2021
Q4 		$560K Buy
13,591
+1,092
+9% +$44.9K 0.16% 53
2021
Q3 		$519K Sell
12,499
-57
-0.5% -$2.37K 0.2% 48
2021
Q2 		$524K Buy
12,556
+2,232
+22% +$92.2K 0.22% 48
2021
Q1 		$425K Buy
+10,324
New +$425K 0.2% 48
2020
Q4 		– Sell
-1,166
Closed -$46K – 324
2020
Q3 		$46K Buy
+1,166
New +$46K 0.04% 110

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Adams Wealth Management's USHY Position: Q2 2026 in Review

Adams Wealth Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 12% in Q2 2026, buying an estimated $52.9K and bringing the position to 13,474 shares worth $499K. The position accounts for 0.1% of the portfolio, ranked #105.

Adams Wealth Management first reported a position in USHY in Q3 2020 and has held it in 23 quarters since. The position peaked at $933K in Q4 2022. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Adams Wealth Management held 13,474 shares of iShares Broad USD High Yield Corporate Bond ETF worth $499K as of Q2 2026.
  • Adams Wealth Management bought 1,428 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $52.9K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.1% of Adams Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Adams Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Adams Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $933K in Q4 2022.
  • 668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.