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Caliber Wealth Management (Kansas)’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Caliber Wealth Management (Kansas)’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 		$1.08M Buy
29,135
+547
+2% +$20.2K 0.1% 131
2026
Q1 		$1.05M Buy
28,588
+243
+0.9% +$9.06K 0.12% 128
2025
Q4 		$1.06M Sell
28,345
-38
-0.1% -$1.42K 0.11% 130
2025
Q3 		$1.07M Sell
28,383
-108
-0.4% -$4.05K 0.12% 129
2025
Q2 		$1.07M Buy
28,491
+4,470
+19% +$164K 0.11% 137
2025
Q1 		$884K Buy
+24,021
New +$891K 0.12% 133

Other funds holding USHY

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s USHY Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 1.9% in Q2 2026, buying an estimated $20.2K and bringing the position to 29,135 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #131.

Caliber Wealth Management (Kansas) first reported a position in USHY in Q1 2025 and has held it in 6 quarters since. 237 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 29,135 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.08M as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 547 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $20.2K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.1% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #131 holding.
  • Caliber Wealth Management (Kansas) first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 237 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.