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 Q2	$497K	Buy	13,552 +473	+4%	+$17.5K	0.01%	868
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 $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

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

Diversify Wealth Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 3.6% in Q2 2026, buying an estimated $17.5K and bringing the position to 13,552 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #868.

Diversify Wealth Management first reported a position in USHY in Q2 2024 and has held it in 6 quarters since. 676 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Diversify Wealth Management held 13,552 shares of iShares Broad USD High Yield Corporate Bond ETF worth $497K as of Q2 2026.
Diversify Wealth Management bought 473 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $17.5K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #868 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 6 quarters since.
676 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.