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Concord Wealth Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Concord Wealth Partners’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 		$73.6K Buy
+1,987
New +$73.5K 0.01% 317
2026
Q1 		– Sell
-1,987
Closed -$74.3K – 746
2025
Q4 		$74.3K Hold
1,987
– – 0.01% 287
2025
Q3 		$75.1K Sell
1,987
-24
-1% -$899 0.01% 286
2025
Q2 		$75.4K Sell
2,011
-77
-4% -$2.82K 0.01% 294
2025
Q1 		$76.9K Sell
2,088
-1,278
-38% -$47.4K 0.01% 269
2024
Q4 		$124K Sell
3,366
-1,623
-33% -$60.4K 0.02% 234
2024
Q3 		$188K Buy
4,989
+4
+0.1% +$148 0.03% 209
2024
Q2 		$181K Hold
4,985
– – 0.03% 203
2024
Q1 		$182K Buy
4,985
+4,486
+899% +$163K 0.03% 215
2023
Q4 		$18.1K Hold
499
– – ﹤0.01% 492
2023
Q3 		$17.3K Hold
499
– – ﹤0.01% 529
2023
Q2 		$17.6K Hold
499
– – ﹤0.01% 521
2023
Q1 		$17.7K Hold
499
– – 0.01% 503
2022
Q4 		$17.2K Buy
+499
New +$17.2K 0.01% 548
2022
Q3 		– Sell
-799
Closed -$28K – 1093
2022
Q2 		$28K Hold
799
– – 0.01% 471
2022
Q1 		$31K Buy
799
+213
+36% +$8.42K 0.01% 534
2021
Q4 		$24K Buy
586
+550
+1,528% +$22.6K 0.01% 607
2021
Q3 		$1K Sell
36
-17
-32% -$707 ﹤0.01% 873
2021
Q2 		$2K Sell
53
-12
-18% -$496 ﹤0.01% 922
2021
Q1 		$3K Sell
65
-299
-82% -$12.3K ﹤0.01% 782
2020
Q4 		$15K Buy
+364
New +$14.7K 0.01% 336

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

Concord Wealth Partners's USHY Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2026: 1,987 shares worth $73.6K. The stake represents 0.01% of the portfolio and ranks #317 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in USHY as recently as Q4 2025.

Concord Wealth Partners first reported a position in USHY in Q4 2020 and has held it in 21 quarters since. The position peaked at $188K in Q3 2024. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Concord Wealth Partners held 1,987 shares of iShares Broad USD High Yield Corporate Bond ETF worth $73.6K as of Q2 2026.
  • iShares Broad USD High Yield Corporate Bond ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #317 holding.
  • Concord Wealth Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $188K in Q3 2024.
  • 668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.