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

Diversify 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 Q1	$485K	Buy	13,079 +7,348	+128%	+$274K	0.01%	823
2025 Q4	$215K	Buy	+5,731	New	+$215K	0.01%	587
2025 Q1	–	Sell	-7,524	Closed	-$276K	–	553
2024 Q4	$276K	Sell	7,524 -53	-0.7%	-$1.97K	0.02%	445
2024 Q3	$281K	Sell	7,577 -882	-10%	-$32.6K	0.03%	412
2024 Q2	$307K	Buy	+8,459	New	+$306K	0.04%	354

Other funds holding USHY

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Diversify Wealth Management's USHY Position: Q1 2026 in Review

Diversify Wealth Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 128% in Q1 2026, buying an estimated $274K and bringing the position to 13,079 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #823.

Diversify Wealth Management first reported a position in USHY in Q2 2024 and has held it in 5 quarters since. 649 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Diversify Wealth Management held 13,079 shares of iShares Broad USD High Yield Corporate Bond ETF worth $485K as of Q1 2026.
Diversify Wealth Management bought 7,348 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $274K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #823 holding.
Diversify Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2024 and has held it in 5 quarters since.
649 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.