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

Apollon 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 		$807K Sell
21,786
-214
-1% -$7.92K 0.01% 817
2026
Q1 		$810K Buy
22,000
+3,397
+18% +$127K 0.01% 679
2025
Q4 		$696K Buy
18,603
+339
+2% +$12.7K 0.01% 712
2025
Q3 		$690K Sell
18,264
-2,085
-10% -$78.1K 0.01% 711
2025
Q2 		$763K Sell
20,349
-1,286
-6% -$47.2K 0.02% 633
2025
Q1 		$796K Sell
21,635
-2,221
-9% -$82.4K 0.02% 581
2024
Q4 		$878K Buy
23,856
+1,318
+6% +$49K 0.02% 556
2024
Q3 		$849K Sell
22,538
-1,511
-6% -$55.8K 0.02% 536
2024
Q2 		$872K Buy
24,049
+982
+4% +$35.5K 0.03% 511
2024
Q1 		$844K Buy
23,067
+899
+4% +$32.7K 0.03% 522
2023
Q4 		$806K Sell
22,168
-1,832
-8% -$64.2K 0.03% 524
2023
Q3 		$833K Sell
24,000
-113
-0.5% -$3.97K 0.04% 408
2023
Q2 		$851K Buy
24,113
+5,553
+30% +$195K 0.04% 438
2023
Q1 		$660K Sell
18,560
-918
-5% -$32.3K 0.04% 448
2022
Q4 		$673K Buy
19,478
+495
+3% +$17.1K 0.05% 413
2022
Q3 		$638K Sell
18,983
-1,227
-6% -$43.6K 0.05% 378
2022
Q2 		$700K Sell
20,210
-72
-0.4% -$2.64K 0.06% 351
2022
Q1 		$788K Sell
20,282
-1,151
-5% -$45.5K 0.06% 345
2021
Q4 		$883K Buy
21,433
+6,151
+40% +$253K 0.07% 311
2021
Q3 		$634K Buy
15,282
+9,276
+154% +$386K 0.09% 222
2021
Q2 		$251K Sell
6,006
-1,002
-14% -$41.4K 0.04% 314
2021
Q1 		$289K Buy
+7,008
New +$288K 0.06% 273

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
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

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

Apollon Wealth Management reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 0.97% in Q2 2026, selling an estimated $7.92K and leaving 21,786 shares worth $807K. The position accounts for 0.01% of the portfolio, ranked #817.

Apollon Wealth Management first reported a position in USHY in Q1 2021 and has held it in 22 quarters since. The position peaked at $883K in Q4 2021. 180 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Apollon Wealth Management held 21,786 shares of iShares Broad USD High Yield Corporate Bond ETF worth $807K as of Q2 2026.
  • Apollon Wealth Management sold 214 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $7.92K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #817 holding.
  • Apollon Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Apollon Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $883K in Q4 2021.
  • 180 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.