AWE
USHY icon

Avidian Wealth Enterprises’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Avidian Wealth Enterprises’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 		$767K Sell
21,477
-200
-0.9% -$7.33K 0.02% 384
2026
Q2 		$802K Buy
21,677
+2,863
+15% +$106K 0.02% 371
2026
Q1 		$693K Buy
18,814
+10,969
+140% +$409K 0.02% 369
2025
Q4 		$293K Sell
7,845
-1,200
-13% -$44.9K 0.01% 480
2025
Q3 		$342K Sell
9,045
-3,810
-30% -$143K 0.01% 442
2025
Q2 		$482K Sell
12,855
-1,988
-13% -$72.9K 0.02% 344
2025
Q1 		$546K Sell
14,843
-246,554
-94% -$9.14M 0.02% 294
2024
Q4 		$9.62M Buy
261,397
+12,614
+5% +$469K 0.43% 39
2024
Q3 		$9.37M Buy
248,783
+9,209
+4% +$340K 0.43% 39
2024
Q2 		$8.69M Buy
239,574
+15,978
+7% +$578K 0.36% 42
2024
Q1 		$8.18M Buy
223,596
+95,406
+74% +$3.47M 0.4% 44
2023
Q4 		$4.66M Buy
128,190
+22,676
+21% +$795K 0.29% 68
2023
Q3 		$3.66M Buy
105,514
+11,714
+12% +$412K 0.26% 73
2023
Q2 		$3.31M Sell
93,800
-20,019
-18% -$702K 0.22% 84
2023
Q1 		$4.05M Sell
113,819
-17,660
-13% -$621K 0.22% 89
2022
Q4 		$4.54M Sell
131,479
-5,260
-4% -$182K 0.3% 74
2022
Q3 		$4.6M Sell
136,739
-3,252
-2% -$116K 0.33% 56
2022
Q2 		$4.85M Sell
139,991
-3,067
-2% -$112K 0.34% 61
2022
Q1 		$5.56M Sell
143,058
-3,029
-2% -$120K 0.34% 61
2021
Q4 		$6.02M Buy
146,087
+2,244
+2% +$92.3K 0.37% 53
2021
Q3 		$5.97M Buy
143,843
+8,401
+6% +$349K 0.45% 40
2021
Q2 		$5.65M Buy
135,442
+15,769
+13% +$651K 0.43% 43
2021
Q1 		$4.93M Buy
119,673
+71,903
+151% +$2.96M 0.42% 44
2020
Q4 		$1.97M Buy
47,770
+9,628
+25% +$388K 0.19% 76
2020
Q3 		$1.5M Buy
38,142
+22,764
+148% +$899K 0.17% 83
2020
Q2 		$588K Buy
+15,378
New +$574K 0.08% 125

Other funds holding USHY

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Avidian Wealth Enterprises's USHY Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 0.92% in Q3 2026, selling an estimated $7.33K and leaving 21,477 shares worth $767K. The position accounts for 0.02% of the portfolio, ranked #384.

Avidian Wealth Enterprises first reported a position in USHY in Q2 2020 and has held it in 26 quarters since. The position peaked at $9.62M in Q4 2024. 39 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

  • Avidian Wealth Enterprises held 21,477 shares of iShares Broad USD High Yield Corporate Bond ETF worth $767K as of Q3 2026.
  • Avidian Wealth Enterprises sold 200 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $7.33K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #384 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2020 and has held it in 26 quarters since.
  • Avidian Wealth Enterprises's iShares Broad USD High Yield Corporate Bond ETF position peaked at $9.62M in Q4 2024.
  • 39 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.