HHM Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

HHM Wealth Advisors’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	–	Sell	-1,203	Closed	-$44.3K	–	946
2026 Q1	$44.3K	Buy	1,203 +129	+12%	+$4.81K	0.01%	384
2025 Q4	$40.2K	Buy	1,074 +49	+5%	+$1.83K	﹤0.01%	393
2025 Q3	$38.7K	Hold	1,025	–	–	﹤0.01%	410
2025 Q2	$38.4K	Hold	1,025	–	–	﹤0.01%	415
2025 Q1	$37.7K	Hold	1,025	–	–	0.01%	405
2024 Q4	$37.7K	Hold	1,025	–	–	0.01%	399
2024 Q3	$38.6K	Hold	1,025	–	–	0.01%	372
2024 Q2	$37.2K	Sell	1,025 -10,073	-91%	-$364K	0.01%	374
2024 Q1	$406K	Hold	11,098	–	–	0.07%	86
2023 Q4	$403K	Hold	11,098	–	–	0.07%	81
2023 Q3	$385K	Hold	11,098	–	–	0.08%	80
2023 Q2	$392K	Hold	11,098	–	–	0.07%	85
2023 Q1	$395K	Hold	11,098	–	–	0.08%	77
2022 Q4	$383K	Hold	11,098	–	–	0.09%	75
2022 Q3	$373K	Hold	11,098	–	–	0.1%	70
2022 Q2	$384K	Hold	11,098	–	–	0.1%	76
2022 Q1	$431K	Hold	11,098	–	–	0.1%	79
2021 Q4	$457K	Hold	11,098	–	–	0.11%	73
2021 Q3	$461K	Sell	11,098 -4,351	-28%	-$181K	0.13%	68
2021 Q2	$645K	Buy	+15,449	New	+$638K	0.18%	57

Other funds holding USHY

OPAM

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

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

HHM Wealth Advisors's USHY Position: Q2 2026 in Review

HHM Wealth Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2026, closing a stake of 1,203 shares — an estimated $44.3K sold.

HHM Wealth Advisors first reported a position in USHY in Q2 2021 and held it in 20 quarters. The position peaked at $645K in Q2 2021. 198 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

HHM Wealth Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
HHM Wealth Advisors sold 1,203 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $44.3K.
HHM Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2021 and held it in 20 quarters.
HHM Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $645K in Q2 2021.
198 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.