Golden State Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Golden State Wealth 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	$5.68K	Buy	153 +2	+1%	+$74	﹤0.01%	1232
2026 Q1	$5.59K	Sell	151 -193	-56%	-$7.2K	﹤0.01%	1197
2025 Q4	$12.9K	Buy	344 +2	+0.6%	+$75	﹤0.01%	1036
2025 Q3	$12.9K	Sell	342 -5	-1%	-$187	﹤0.01%	1040
2025 Q2	$13K	Sell	347 -573	-62%	-$21K	﹤0.01%	1002
2025 Q1	$33.9K	Buy	920 +556	+153%	+$20.6K	0.01%	681
2024 Q4	$13.4K	Buy	+364	New	+$13.5K	﹤0.01%	873

Other funds holding USHY

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Golden State Wealth Management's USHY Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 1.3% in Q2 2026, buying an estimated $74 and bringing the position to 153 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Golden State Wealth Management first reported a position in USHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $33.9K in Q1 2025. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Golden State Wealth Management held 153 shares of iShares Broad USD High Yield Corporate Bond ETF worth $5.68K as of Q2 2026.
Golden State Wealth Management bought 2 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $74.
iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1232 holding.
Golden State Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $33.9K in Q1 2025.
668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.