Consolidated Capital Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Consolidated Capital 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	$1.22M	Sell	32,881 -467	-1%	-$17.3K	0.32%	36
2026 Q1	$1.23M	Sell	33,348 -301,319	-90%	-$11.2M	0.4%	33
2025 Q4	$12.5M	Buy	334,667 +304,787	+1,020%	+$11.4M	3.79%	6
2025 Q3	$1.13M	Buy	+29,880	New	+$1.12M	0.4%	30

Other funds holding USHY

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Consolidated Capital Management's USHY Position: Q2 2026 in Review

Consolidated Capital Management reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 1.4% in Q2 2026, selling an estimated $17.3K and leaving 32,881 shares worth $1.22M. The position accounts for 0.32% of the portfolio, ranked #36.

Consolidated Capital Management first reported a position in USHY in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.5M in Q4 2025. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Consolidated Capital Management held 32,881 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.22M as of Q2 2026.
Consolidated Capital Management sold 467 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $17.3K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.32% of Consolidated Capital Management's portfolio in Q2 2026, its #36 holding.
Consolidated Capital Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Consolidated Capital Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $12.5M in Q4 2025.
672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Consolidated Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.