Compass Financial Management
USHY icon

Compass Financial Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Compass Financial 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
Q3 		$2.57K Buy
72
+60
+500% +$2.2K ﹤0.01% 1420
2026
Q2 		$444 Buy
+12
New +$444 ﹤0.01% 1422

Other funds holding USHY

Jones Financial Companies
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Prudential plc
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance Helsinki, Finland $15.6B AUM 23.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Compass Financial Management's USHY Position: Q3 2026 in Review

Compass Financial Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 500% in Q3 2026, buying an estimated $2.2K and bringing the position to 72 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Compass Financial Management first reported a position in USHY in Q2 2026 and has held it in 2 quarters since. 604 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

  • Compass Financial Management held 72 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2.57K as of Q3 2026.
  • Compass Financial Management bought 60 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $2.2K.
  • iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1420 holding.
  • Compass Financial Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 604 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.