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Evergreen Wealth Solutions’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Evergreen Wealth Solutions’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 		$4.11M Sell
111,293
-24,447
-18% -$905K 0.21% 82
2026
Q1 		$5M Buy
+135,740
New +$5.06M 0.35% 57

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Wealth Solutions's USHY Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 18% in Q2 2026, selling an estimated $905K and leaving 111,293 shares worth $4.11M. The position accounts for 0.21% of the portfolio, ranked #82.

Evergreen Wealth Solutions first reported a position in USHY in Q1 2026 and has held it in 2 quarters since. The position peaked at $5M in Q1 2026. 669 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Evergreen Wealth Solutions held 111,293 shares of iShares Broad USD High Yield Corporate Bond ETF worth $4.11M as of Q2 2026.
  • Evergreen Wealth Solutions sold 24,447 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $905K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.21% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #82 holding.
  • Evergreen Wealth Solutions first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Evergreen Wealth Solutions's iShares Broad USD High Yield Corporate Bond ETF position peaked at $5M in Q1 2026.
  • 669 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.