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FORM Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

FORM Wealth Advisors’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 		$12.3M Buy
332,238
+96,678
+41% +$3.58M 1.35% 12
2026
Q1 		$8.68M Sell
235,560
-21,551
-8% -$803K 1.02% 14
2025
Q4 		$9.61M Buy
+257,111
New +$9.63M 1.13% 14
2025
Q2 		$10.2M Sell
272,994
-119,897
-31% -$4.4M 1.24% 13
2025
Q1 		$14.5M Buy
+392,891
New +$14.6M 1.96% 14

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
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
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
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

FORM Wealth Advisors's USHY Position: Q2 2026 in Review

FORM Wealth Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 41% in Q2 2026, buying an estimated $3.58M and bringing the position to 332,238 shares worth $12.3M. The position accounts for 1.35% of the portfolio, ranked #12.

FORM Wealth Advisors first reported a position in USHY in Q1 2025 and has held it in 5 quarters since. The position peaked at $14.5M in Q1 2025. 147 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • FORM Wealth Advisors held 332,238 shares of iShares Broad USD High Yield Corporate Bond ETF worth $12.3M as of Q2 2026.
  • FORM Wealth Advisors bought 96,678 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $3.58M.
  • iShares Broad USD High Yield Corporate Bond ETF made up 1.35% of FORM Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • FORM Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • FORM Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $14.5M in Q1 2025.
  • 147 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.