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Apella Capital’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Apella Capital’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 		$553K Buy
14,987
+3
+0% +$111 0.01% 457
2026
Q1 		$559K Sell
14,984
-2,660
-15% -$99.2K 0.01% 443
2025
Q4 		$660K Buy
+17,644
New +$661K 0.01% 317

Other funds holding USHY

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Apella Capital's USHY Position: Q2 2026 in Review

Apella Capital increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 0.02% in Q2 2026, buying an estimated $111 and bringing the position to 14,987 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #457.

Apella Capital first reported a position in USHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $660K in Q4 2025. 104 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Apella Capital held 14,987 shares of iShares Broad USD High Yield Corporate Bond ETF worth $553K as of Q2 2026.
  • Apella Capital bought 3 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $111.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #457 holding.
  • Apella Capital first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Apella Capital's iShares Broad USD High Yield Corporate Bond ETF position peaked at $660K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.