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Genesis Private Wealth’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Genesis Private Wealth’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 		$2.05M Sell
55,423
-676
-1% -$25K 0.58% 44
2026
Q1 		$2.07M Buy
56,099
+5,493
+11% +$205K 0.65% 41
2025
Q4 		$1.89M Buy
+50,606
New +$1.89M 0.59% 43

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

Genesis Private Wealth's USHY Position: Q2 2026 in Review

Genesis Private Wealth reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 1.2% in Q2 2026, selling an estimated $25K and leaving 55,423 shares worth $2.05M. The position accounts for 0.58% of the portfolio, ranked #44.

Genesis Private Wealth first reported a position in USHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.07M in Q1 2026. 134 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Genesis Private Wealth held 55,423 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2.05M as of Q2 2026.
  • Genesis Private Wealth sold 676 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $25K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.58% of Genesis Private Wealth's portfolio in Q2 2026, its #44 holding.
  • Genesis Private Wealth first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Genesis Private Wealth's iShares Broad USD High Yield Corporate Bond ETF position peaked at $2.07M in Q1 2026.
  • 134 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.