GWWM
USHY icon

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

Great Waters 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
Q3 		$363K Buy
+10,173
New +$373K 0.03% 92

Other funds holding USHY

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Great Waters Wealth Management's USHY Position: Q3 2026 in Review

Great Waters Wealth Management opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2026: 10,173 shares worth $363K. The stake represents 0.03% of the portfolio and ranks #92 among its holdings.

73 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

  • Great Waters Wealth Management held 10,173 shares of iShares Broad USD High Yield Corporate Bond ETF worth $363K as of Q3 2026.
  • iShares Broad USD High Yield Corporate Bond ETF was a new Great Waters Wealth Management position in Q3 2026.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.03% of Great Waters Wealth Management's portfolio in Q3 2026, its #92 holding.
  • 73 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.