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

Avior 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 		$784K Buy
21,185
+493
+2% +$18.2K 0.02% 416
2026
Q1 		$762K Buy
20,692
+970
+5% +$36.2K 0.02% 421
2025
Q4 		$738K Buy
19,722
+129
+0.7% +$4.83K 0.02% 371
2025
Q3 		$740K Buy
19,593
+414
+2% +$15.5K 0.02% 362
2025
Q2 		$719K Sell
19,179
-2,315
-11% -$84.9K 0.02% 352
2025
Q1 		$791K Sell
21,494
-141
-0.7% -$5.23K 0.03% 308
2024
Q4 		$796K Buy
21,635
+2,963
+16% +$110K 0.03% 330
2024
Q3 		$703K Sell
18,672
-935
-5% -$34.5K 0.03% 368
2024
Q2 		$711K Sell
19,607
-56
-0.3% -$2.02K 0.03% 345
2024
Q1 		$719K Buy
19,663
+7,588
+63% +$276K 0.03% 362
2023
Q4 		$439K Buy
12,075
+879
+8% +$30.8K 0.03% 370
2023
Q3 		$389K Buy
11,196
+469
+4% +$16.5K 0.03% 386
2023
Q2 		$379K Sell
10,727
-35
-0.3% -$1.23K 0.02% 409
2023
Q1 		$383K Buy
10,762
+35
+0.3% +$1.23K 0.03% 413
2022
Q4 		$370K Hold
10,727
– – 0.03% 368
2022
Q3 		$360K Buy
+10,727
New +$381K 0.03% 347
2022
Q2 		– Sell
-213
Closed -$8K – 1230
2022
Q1 		$8K Buy
+213
New +$8.42K ﹤0.01% 864
2021
Q1 		– Sell
-277
Closed -$11K – 1140
2020
Q4 		$11K Buy
+277
New +$11.2K ﹤0.01% 704

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

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

Avior Wealth Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 2.4% in Q2 2026, buying an estimated $18.2K and bringing the position to 21,185 shares worth $784K. The position accounts for 0.02% of the portfolio, ranked #416.

Avior Wealth Management first reported a position in USHY in Q4 2020 and has held it in 18 quarters since. The position peaked at $796K in Q4 2024. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Avior Wealth Management held 21,185 shares of iShares Broad USD High Yield Corporate Bond ETF worth $784K as of Q2 2026.
  • Avior Wealth Management bought 493 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $18.2K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #416 holding.
  • Avior Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2020 and has held it in 18 quarters since.
  • Avior Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $796K 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 Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.