AWE
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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
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

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

Avidian Wealth Enterprises's USHY Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 15% in Q2 2026, buying an estimated $106K and bringing the position to 21,677 shares worth $802K. The position accounts for 0.02% of the portfolio, ranked #371.

Avidian Wealth Enterprises first reported a position in USHY in Q2 2020 and has held it in 25 quarters since. The position peaked at $9.62M in Q4 2024. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Avidian Wealth Enterprises held 21,677 shares of iShares Broad USD High Yield Corporate Bond ETF worth $802K as of Q2 2026.
  • Avidian Wealth Enterprises bought 2,863 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $106K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #371 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 25 quarters since.
  • Avidian Wealth Enterprises's iShares Broad USD High Yield Corporate Bond ETF position peaked at $9.62M in Q4 2024.
  • 668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.