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

Chesapeake 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 		$5.48M Buy
148,097
+3,529
+2% +$131K 1.54% 20
2026
Q1 		$5.33M Buy
144,568
+3,835
+3% +$143K 1.64% 17
2025
Q4 		$5.26M Buy
140,733
+7,101
+5% +$266K 1.57% 16
2025
Q3 		$5.05M Buy
133,632
+5,302
+4% +$199K 1.54% 16
2025
Q2 		$4.81M Buy
128,330
+1,463
+1% +$53.6K 1.61% 16
2025
Q1 		$4.67M Buy
126,867
+534
+0.4% +$19.8K 1.67% 14
2024
Q4 		$4.65M Buy
126,333
+1,522
+1% +$56.6K 1.59% 18
2024
Q3 		$4.7M Buy
124,811
+4,377
+4% +$162K 1.6% 14
2024
Q2 		$4.37M Buy
120,434
+2,196
+2% +$79.4K 1.58% 14
2024
Q1 		$4.33M Buy
118,238
+8,336
+8% +$303K 1.58% 15
2023
Q4 		$3.99M Sell
109,902
-5,133
-4% -$180K 1.54% 16
2023
Q3 		$3.99M Buy
115,035
+3,879
+3% +$136K 1.67% 14
2023
Q2 		$3.92M Sell
111,156
-156
-0.1% -$5.47K 1.55% 14
2023
Q1 		$3.96M Buy
111,312
+6,189
+6% +$218K 1.65% 13
2022
Q4 		$3.63M Sell
105,123
-4,305
-4% -$149K 1.59% 13
2022
Q3 		$3.68M Sell
109,428
-8,623
-7% -$307K 1.68% 13
2022
Q2 		$4.09M Sell
118,051
-1,369
-1% -$50.2K 1.75% 13
2022
Q1 		$4.64M Sell
119,420
-505
-0.4% -$20K 1.69% 14
2021
Q4 		$4.94M Buy
119,925
+5,041
+4% +$207K 1.66% 14
2021
Q3 		$4.77M Sell
114,884
-4,579
-4% -$190K 1.7% 14
2021
Q2 		$4.98M Buy
119,463
+41,190
+53% +$1.7M 1.62% 13
2021
Q1 		$3.22M Buy
78,273
+27,319
+54% +$1.12M 1.08% 17
2020
Q4 		$2.1M Buy
+50,954
New +$2.06M 0.72% 29

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

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

Chesapeake Wealth Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 2.4% in Q2 2026, buying an estimated $131K and bringing the position to 148,097 shares worth $5.48M. The position accounts for 1.54% of the portfolio, ranked #20.

Chesapeake Wealth Management first reported a position in USHY in Q4 2020 and has held it in 23 quarters since. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Chesapeake Wealth Management held 148,097 shares of iShares Broad USD High Yield Corporate Bond ETF worth $5.48M as of Q2 2026.
  • Chesapeake Wealth Management bought 3,529 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $131K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 1.54% of Chesapeake Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Chesapeake Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Chesapeake Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.