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 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

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

Defined Wealth Management's USHY Position: Q2 2026 in Review

Defined Wealth Management reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 23% in Q2 2026, selling an estimated $266K and leaving 24,385 shares worth $903K. The position accounts for 0.46% of the portfolio, ranked #55.

Defined Wealth Management first reported a position in USHY in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.63M in Q3 2023. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Defined Wealth Management held 24,385 shares of iShares Broad USD High Yield Corporate Bond ETF worth $903K as of Q2 2026.
Defined Wealth Management sold 7,193 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $266K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.46% of Defined Wealth Management's portfolio in Q2 2026, its #55 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 14 quarters since.
Defined Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.63M in Q3 2023.
672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.