EWP
USHY icon

Elevation Wealth Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Elevation Wealth Partners’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 		$59.4K Buy
1,662
+28
+2% +$1.03K 0.02% 338
2026
Q2 		$60.5K Buy
1,634
+28
+2% +$1.04K 0.02% 260
2026
Q1 		$59.2K Buy
1,606
+18
+1% +$671 0.02% 218
2025
Q4 		$59.4K Buy
1,588
+36
+2% +$1.35K 0.02% 216
2025
Q3 		$58.6K Buy
1,552
+26
+2% +$974 0.02% 226
2025
Q2 		$57.2K Buy
1,526
+26
+2% +$953 0.02% 220
2025
Q1 		$55.2K Buy
1,500
+17
+1% +$630 0.02% 219
2024
Q4 		$54.6K Buy
1,483
+33
+2% +$1.23K 0.02% 222
2024
Q3 		$54.6K Buy
1,450
+24
+2% +$887 0.02% 211
2024
Q2 		$51.7K Buy
1,426
+25
+2% +$904 0.02% 212
2024
Q1 		$51.3K Buy
1,401
+47
+3% +$1.71K 0.03% 216
2023
Q4 		$47K Hold
1,354
– – 0.03% 214
2023
Q3 		$47K Buy
1,354
+23
+2% +$808 0.04% 154
2023
Q2 		$47K Buy
1,331
+22
+2% +$772 0.04% 158
2023
Q1 		$46.5K Buy
+1,309
New +$46K 0.04% 164

Other funds holding USHY

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 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
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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Elevation Wealth Partners's USHY Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 1.7% in Q3 2026, buying an estimated $1.03K and bringing the position to 1,662 shares worth $59.4K. The position accounts for 0.02% of the portfolio, ranked #338.

Elevation Wealth Partners first reported a position in USHY in Q1 2023 and has held it in 15 quarters since. The position peaked at $60.5K in Q2 2026. 39 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

  • Elevation Wealth Partners held 1,662 shares of iShares Broad USD High Yield Corporate Bond ETF worth $59.4K as of Q3 2026.
  • Elevation Wealth Partners bought 28 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $1.03K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #338 holding.
  • Elevation Wealth Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $60.5K in Q2 2026.
  • 39 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.