Wavvest Wealth LLC’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Wavvest Wealth LLC’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	$1.25M	Buy	+35,129	New	+$1.29M	1.01%	28

Other funds holding USHY

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

EWA

ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Wavvest Wealth LLC's USHY Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2026: 35,129 shares worth $1.25M. The stake represents 1.01% of the portfolio and ranks #28 among its holdings.

177 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

Wavvest Wealth LLC held 35,129 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.25M as of Q3 2026.
iShares Broad USD High Yield Corporate Bond ETF was a new Wavvest Wealth LLC position in Q3 2026.
iShares Broad USD High Yield Corporate Bond ETF made up 1.01% of Wavvest Wealth LLC's portfolio in Q3 2026, its #28 holding.
177 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.