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Defined Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Defined Wealth 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 		$872K Buy
24,421
+36
+0.1% +$1.32K 0.45% 58
2026
Q2 		$903K Sell
24,385
-7,193
-23% -$266K 0.46% 55
2026
Q1 		$1.16M Buy
31,578
+627
+2% +$23.4K 0.68% 38
2025
Q4 		$1.16M Sell
30,951
-368
-1% -$13.8K 0.67% 40
2025
Q3 		$1.18M Buy
31,319
+123
+0.4% +$4.61K 0.69% 39
2025
Q2 		$1.17M Buy
31,196
+6,141
+25% +$225K 0.72% 37
2025
Q1 		$922K Buy
25,055
+5,271
+27% +$195K 0.62% 46
2024
Q4 		$728K Buy
19,784
+43
+0.2% +$1.6K 0.48% 49
2024
Q3 		$743K Buy
19,741
+442
+2% +$16.3K 0.48% 51
2024
Q2 		$700K Sell
19,299
-6,475
-25% -$234K 0.49% 53
2024
Q1 		$943K Sell
25,774
-40
-0.2% -$1.45K 0.68% 40
2023
Q4 		$938K Sell
25,814
-21,093
-45% -$740K 0.72% 40
2023
Q3 		$1.63M Buy
46,907
+19,552
+71% +$687K 1.39% 22
2023
Q2 		$966K Buy
27,355
+5,498
+25% +$193K 0.81% 39
2023
Q1 		$777K Buy
+21,857
New +$769K 0.73% 40

Other funds holding USHY

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
SigFig Wealth Management
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Defined Wealth Management's USHY Position: Q3 2026 in Review

Defined Wealth Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 0.15% in Q3 2026, buying an estimated $1.32K and bringing the position to 24,421 shares worth $872K. The position accounts for 0.45% of the portfolio, ranked #58.

Defined Wealth Management first reported a position in USHY in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.63M in Q3 2023. 124 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

  • Defined Wealth Management held 24,421 shares of iShares Broad USD High Yield Corporate Bond ETF worth $872K as of Q3 2026.
  • Defined Wealth Management bought 36 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $1.32K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.45% of Defined Wealth Management's portfolio in Q3 2026, its #58 holding.
  • Defined Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Defined Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.63M in Q3 2023.
  • 124 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.