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Forte Asset Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Forte Asset Management’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 		$5.06M Buy
136,741
+1,629
+1% +$60.3K 2.07% 18
2026
Q1 		$4.98M Sell
135,112
-32,977
-20% -$1.23M 2.18% 17
2025
Q4 		$6.29M Buy
168,089
+2,461
+1% +$92.2K 2.85% 13
2025
Q3 		$6.26M Buy
165,628
+1,225
+0.7% +$45.9K 3.01% 13
2025
Q2 		$6.17M Sell
164,403
-4,909
-3% -$180K 3.14% 12
2025
Q1 		$6.23M Sell
169,312
-2,641
-2% -$97.9K 3.14% 12
2024
Q4 		$6.33M Buy
171,953
+2,612
+2% +$97.1K 3.36% 9
2024
Q3 		$6.38M Sell
169,341
-32,834
-16% -$1.21M 3.4% 10
2024
Q2 		$7.33M Buy
202,175
+7,432
+4% +$269K 4.33% 5
2024
Q1 		$7.13M Buy
194,743
+12,106
+7% +$440K 4.32% 7
2023
Q4 		$6.64M Sell
182,637
-51,413
-22% -$1.8M 4.54% 7
2023
Q3 		$8.12M Buy
234,050
+38,357
+20% +$1.35M 5.46% 4
2023
Q2 		$6.91M Buy
195,693
+26,767
+16% +$939K 4.48% 6
2023
Q1 		$6.01M Buy
168,926
+42,454
+34% +$1.49M 3.97% 8
2022
Q4 		$4.37M Buy
+126,472
New +$4.37M 2.85% 10

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

Forte Asset Management's USHY Position: Q2 2026 in Review

Forte Asset Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 1.2% in Q2 2026, buying an estimated $60.3K and bringing the position to 136,741 shares worth $5.06M. The position accounts for 2.07% of the portfolio, ranked #18.

Forte Asset Management first reported a position in USHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.12M in Q3 2023. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Forte Asset Management held 136,741 shares of iShares Broad USD High Yield Corporate Bond ETF worth $5.06M as of Q2 2026.
  • Forte Asset Management bought 1,629 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $60.3K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 2.07% of Forte Asset Management's portfolio in Q2 2026, its #18 holding.
  • Forte Asset Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Forte Asset Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $8.12M in Q3 2023.
  • 668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Forte Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.