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

CFG Wealth Management Services’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 		– Sell
-1,558
Closed -$54.4K – 140
2026
Q1 		$54.4K Hold
1,558
– – 0.05% 103
2025
Q4 		$58.3K Buy
+1,558
New +$58.3K 0.05% 99

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

CFG Wealth Management Services's USHY Position: Q2 2026 in Review

CFG Wealth Management Services sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2026, closing a stake of 1,558 shares — an estimated $54.4K sold.

CFG Wealth Management Services first reported a position in USHY in Q4 2025 and held it in 2 quarters. The position peaked at $58.3K in Q4 2025. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • CFG Wealth Management Services reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • CFG Wealth Management Services sold 1,558 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $54.4K.
  • CFG Wealth Management Services first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • CFG Wealth Management Services's iShares Broad USD High Yield Corporate Bond ETF position peaked at $58.3K in Q4 2025.
  • 668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.