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David Kennon’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

David Kennon’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 		$497K Hold
13,914
– – 0.16% 37
2026
Q2 		$515K Sell
13,914
-3,834
-22% -$142K 0.17% 37
2026
Q1 		$654K Sell
17,748
-89,695
-83% -$3.34M 0.23% 29
2025
Q4 		$4.02M Buy
107,443
+732
+0.7% +$27.4K 1.43% 17
2025
Q3 		$4.03M Sell
106,711
-3,572
-3% -$134K 1.45% 16
2025
Q2 		$4.14M Sell
110,283
-32,384
-23% -$1.19M 1.55% 16
2025
Q1 		$5.25M Sell
142,667
-147
-0.1% -$5.45K 2.09% 16
2024
Q4 		$5.25M Buy
142,814
+2,371
+2% +$88.2K 2.07% 15
2024
Q3 		$5.29M Buy
140,443
+2,625
+2% +$97K 2.08% 16
2024
Q2 		$5M Buy
137,818
+488
+0.4% +$17.6K 2.1% 15
2024
Q1 		$5.02M Sell
137,330
-2,288
-2% -$83.2K 2.15% 15
2023
Q4 		$5.08M Sell
139,618
-33,820
-19% -$1.19M 2.27% 15
2023
Q3 		$6.02M Buy
173,438
+375
+0.2% +$13.2K 2.89% 13
2023
Q2 		$6.11M Buy
173,063
+3,646
+2% +$128K 2.85% 13
2023
Q1 		$6.02M Buy
+169,417
New +$5.96M 2.94% 13

Other funds holding USHY

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

David Kennon's USHY Position: Q3 2026 in Review

David Kennon held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q3 2026 at 13,914 shares worth $497K. The position accounts for 0.16% of the portfolio, ranked #37.

David Kennon first reported a position in USHY in Q1 2023 and has held it in 15 quarters since. The position peaked at $6.11M in Q2 2023. 73 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

  • David Kennon held 13,914 shares of iShares Broad USD High Yield Corporate Bond ETF worth $497K as of Q3 2026.
  • David Kennon left its iShares Broad USD High Yield Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.16% of David Kennon's portfolio in Q3 2026, its #37 holding.
  • David Kennon first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • David Kennon's iShares Broad USD High Yield Corporate Bond ETF position peaked at $6.11M in Q2 2023.
  • 73 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on David Kennon's 13F filing for Q3 2026, filed 13 Oct 2026.