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

Avion Wealth’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	$2K	Hold	65	–	–	﹤0.01%	1135
2026 Q1	$2K	Hold	65	–	–	﹤0.01%	933
2025 Q4	$2K	Hold	65	–	–	﹤0.01%	936
2025 Q3	$2K	Buy	65 +7	+12%	+$262	﹤0.01%	922
2025 Q2	$2K	Hold	58	–	–	﹤0.01%	866
2025 Q1	$2K	Hold	58	–	–	﹤0.01%	779
2024 Q4	$2K	Sell	58 -857	-94%	-$31.9K	﹤0.01%	776
2024 Q3	$34K	Buy	915 +857	+1,478%	+$31.7K	0.01%	204
2024 Q2	$2K	Hold	58	–	–	﹤0.01%	656
2024 Q1	$3K	Hold	58	–	–	﹤0.01%	604
2023 Q4	$2K	Hold	58	–	–	﹤0.01%	634
2023 Q3	$2K	Hold	58	–	–	﹤0.01%	531
2023 Q2	$2K	Hold	58	–	–	﹤0.01%	505
2023 Q1	$2K	Hold	58	–	–	﹤0.01%	405
2022 Q4	$1K	Hold	58	–	–	﹤0.01%	447
2022 Q3	$2K	Buy	+58	New	+$2.06K	﹤0.01%	410

Other funds holding USHY

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avion Wealth's USHY Position: Q2 2026 in Review

Avion Wealth held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q2 2026 at 65 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Avion Wealth first reported a position in USHY in Q3 2022 and has held it in 16 quarters since. The position peaked at $34K in Q3 2024. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Avion Wealth held 65 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2K as of Q2 2026.
Avion Wealth left its iShares Broad USD High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1135 holding.
Avion Wealth first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
Avion Wealth's iShares Broad USD High Yield Corporate Bond ETF position peaked at $34K in Q3 2024.
668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.