Creative Planning
USHY icon

Creative Planning’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Creative Planning’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 		$6.04M Buy
163,188
+3,231
+2% +$120K ﹤0.01% 1259
2026
Q1 		$5.89M Sell
159,957
-4,470
-3% -$167K ﹤0.01% 1070
2025
Q4 		$6.15M Buy
164,427
+14,463
+10% +$542K ﹤0.01% 866
2025
Q3 		$5.67M Buy
149,964
+11,240
+8% +$421K ﹤0.01% 801
2025
Q2 		$5.2M Sell
138,724
-85,989
-38% -$3.15M ﹤0.01% 740
2025
Q1 		$8.27M Sell
224,713
-271
-0.1% -$10K 0.01% 551
2024
Q4 		$8.28M Buy
224,984
+8,454
+4% +$314K 0.01% 518
2024
Q3 		$8.15M Buy
216,530
+4,262
+2% +$157K 0.01% 503
2024
Q2 		$7.7M Sell
212,268
-1,591
-0.7% -$57.5K 0.01% 488
2024
Q1 		$7.83M Buy
213,859
+21,791
+11% +$792K 0.01% 474
2023
Q4 		$6.98M Buy
192,068
+500
+0.3% +$17.5K 0.01% 475
2023
Q3 		$6.65M Buy
191,568
+2,057
+1% +$72.3K 0.01% 451
2023
Q2 		$6.69M Buy
189,511
+1,781
+0.9% +$62.5K 0.01% 442
2023
Q1 		$6.67M Buy
187,730
+1,819
+1% +$64K 0.01% 430
2022
Q4 		$6.42M Buy
185,911
+561
+0.3% +$19.4K 0.01% 426
2022
Q3 		$6.23M Sell
185,350
-97
-0.1% -$3.45K 0.01% 395
2022
Q2 		$6.42M Sell
185,447
-226,492
-55% -$8.3M 0.01% 401
2022
Q1 		$16M Buy
411,939
+404,212
+5,231% +$16M 0.02% 243
2021
Q4 		$318K Sell
7,727
-3,761
-33% -$155K ﹤0.01% 1580
2021
Q3 		$477K Buy
11,488
+1,765
+18% +$73.4K ﹤0.01% 1333
2021
Q2 		$406K Buy
9,723
+3,788
+64% +$156K ﹤0.01% 1396
2021
Q1 		$244K Buy
+5,935
New +$244K ﹤0.01% 1934

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

Creative Planning's USHY Position: Q2 2026 in Review

Creative Planning increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 2% in Q2 2026, buying an estimated $120K and bringing the position to 163,188 shares worth $6.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Creative Planning first reported a position in USHY in Q1 2021 and has held it in 22 quarters since. The position peaked at $16M in Q1 2022. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Creative Planning held 163,188 shares of iShares Broad USD High Yield Corporate Bond ETF worth $6.04M as of Q2 2026.
  • Creative Planning bought 3,231 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $120K.
  • iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1259 holding.
  • Creative Planning first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Creative Planning's iShares Broad USD High Yield Corporate Bond ETF position peaked at $16M in Q1 2022.
  • 672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.