Gerber Kawasaki Wealth & Investment Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$51M	Buy	1,377,743 +210,603	+18%	+$7.8M	1.36%	19
2026 Q1	$43.1M	Buy	1,167,140 +966,554	+482%	+$36M	1.37%	20
2025 Q4	$7.5M	Buy	200,586 +36,576	+22%	+$1.37M	0.26%	65
2025 Q3	$6.2M	Buy	164,010 +43,577	+36%	+$1.63M	0.21%	72
2025 Q2	$4.52M	Buy	120,433 +12,799	+12%	+$469K	0.17%	85
2025 Q1	$3.96M	Buy	107,634 +27,329	+34%	+$1.01M	0.18%	77
2024 Q4	$2.95M	Buy	80,305 +26,739	+50%	+$994K	0.13%	89
2024 Q3	$2.02M	Buy	53,566 +27,396	+105%	+$1.01M	0.09%	106
2024 Q2	$949K	Buy	26,170 +7,101	+37%	+$257K	0.05%	133
2024 Q1	$698K	Buy	+19,069	New	+$693K	0.04%	149
2021 Q4	–	Sell	-1	Closed	-$1K	–	1065
2021 Q3	$1K	Buy	+1	New	+$42	﹤0.01%	1125

Other funds holding USHY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Toews Corporation Northfield, New Jersey $686M AUM 6.66% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's USHY Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 18% in Q2 2026, buying an estimated $7.8M and bringing the position to 1,377,743 shares worth $51M. The position accounts for 1.36% of the portfolio, ranked #19.

Gerber Kawasaki Wealth & Investment Management first reported a position in USHY in Q3 2021 and has held it in 11 quarters since. 473 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 1,377,743 shares of iShares Broad USD High Yield Corporate Bond ETF worth $51M as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management bought 210,603 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $7.8M.
iShares Broad USD High Yield Corporate Bond ETF made up 1.36% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #19 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2021 and has held it in 11 quarters since.
473 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.