EWP
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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
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

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Elevation Wealth Partners's USHY Position: Q2 2026 in Review

Elevation Wealth Partners increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 1.7% in Q2 2026, buying an estimated $1.04K and bringing the position to 1,634 shares worth $60.5K. The position accounts for 0.02% of the portfolio, ranked #260.

Elevation Wealth Partners first reported a position in USHY in Q1 2023 and has held it in 14 quarters since. 239 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Elevation Wealth Partners held 1,634 shares of iShares Broad USD High Yield Corporate Bond ETF worth $60.5K as of Q2 2026.
  • Elevation Wealth Partners bought 28 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.04K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #260 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 14 quarters since.
  • 239 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.