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

Axxcess 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 		$40.9M Buy
+1,104,392
New +$40.9M 0.65% 35
2026
Q1 		– Sell
-1,020,061
Closed -$38.1M – 966
2025
Q4 		$38.1M Buy
1,020,061
+106,692
+12% +$4M 0.66% 35
2025
Q3 		$34.5M Buy
913,369
+41,124
+5% +$1.54M 0.73% 32
2025
Q2 		$32.7M Sell
872,245
-17,717
-2% -$650K 0.77% 31
2025
Q1 		$32.8M Sell
889,962
-23,943
-3% -$888K 0.87% 24
2024
Q4 		$33.6M Buy
913,905
+9,027
+1% +$336K 0.81% 27
2024
Q3 		$34.1M Buy
904,878
+24,361
+3% +$900K 0.84% 24
2024
Q2 		$31.9M Buy
880,517
+7,124
+0.8% +$258K 0.85% 24
2024
Q1 		$32M Buy
873,393
+23,470
+3% +$853K 0.87% 25
2023
Q4 		$30.9M Sell
849,923
-22,510
-3% -$789K 0.9% 21
2023
Q3 		$30.3M Buy
872,433
+862,982
+9,131% +$30.3M 1.03% 19
2023
Q2 		$334K Sell
9,451
-1,568
-14% -$55K 0.02% 431
2023
Q1 		$392K Buy
11,019
+144
+1% +$5.06K 0.03% 424
2022
Q4 		$376K Buy
10,875
+2,577
+31% +$89.1K 0.03% 409
2022
Q3 		$279K Buy
+8,298
New +$295K 0.03% 418
2022
Q1 		– Sell
-15,000
Closed -$618K – 708
2021
Q4 		$618K Buy
+15,000
New +$617K 0.05% 314

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

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

Axxcess Wealth Management opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2026: 1,104,392 shares worth $40.9M. The stake represents 0.65% of the portfolio and ranks #35 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in USHY as recently as Q4 2025.

Axxcess Wealth Management first reported a position in USHY in Q4 2021 and has held it in 16 quarters since. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Axxcess Wealth Management held 1,104,392 shares of iShares Broad USD High Yield Corporate Bond ETF worth $40.9M as of Q2 2026.
  • iShares Broad USD High Yield Corporate Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.65% of Axxcess Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Axxcess Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • 668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.