Hohimer Wealth Management
USHY icon

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

Hohimer 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 		$4.27M Sell
117,592
-77,366
-40% -$2.84M 0.99% 26
2026
Q2 		$7.22M Buy
194,958
+23,636
+14% +$875K 0.72% 29
2026
Q1 		$6.31M Buy
171,322
+2,040
+1% +$76.1K 0.75% 27
2025
Q4 		$6.33M Sell
169,282
-75,443
-31% -$2.83M 0.85% 23
2025
Q3 		$9.25M Buy
244,725
+133,960
+121% +$5.02M 1.29% 10
2025
Q2 		$4.15M Sell
110,765
-5,035
-4% -$185K 0.74% 41
2025
Q1 		$4.26M Buy
115,800
+2,155
+2% +$79.9K 0.83% 37
2024
Q4 		$4.18M Sell
113,645
-2,872
-2% -$107K 0.79% 39
2024
Q3 		$4.39M Sell
116,517
-1,075
-0.9% -$39.7K 0.94% 33
2024
Q2 		$4.27M Sell
117,592
-19,487
-14% -$705K 0.99% 26
2024
Q1 		$5.02M Sell
137,079
-300
-0.2% -$10.9K 1.18% 15
2023
Q4 		$4.99M Buy
137,379
+90,247
+191% +$3.16M 1.27% 16
2023
Q3 		$1.64M Sell
47,132
-25,727
-35% -$904K 0.47% 69
2023
Q2 		$2.57M Sell
72,859
-759
-1% -$26.6K 0.71% 57
2023
Q1 		$2.62M Buy
73,618
+54,461
+284% +$1.92M 0.76% 48
2022
Q4 		$661K Sell
19,157
-254,523
-93% -$8.8M 0.21% 94
2022
Q3 		$9.2M Sell
273,680
-27,290
-9% -$970K 2.96% 2
2022
Q2 		$10.4M Sell
300,970
-369,090
-55% -$13.5M 3.08% 2
2022
Q1 		$26M Buy
670,060
+65,701
+11% +$2.6M 5.14% 1
2021
Q4 		$24.9M Buy
604,359
+32,242
+6% +$1.33M 5.24% 1
2021
Q3 		$23.7M Buy
572,117
+25,774
+5% +$1.07M 4.98% 1
2021
Q2 		$22.8M Buy
546,343
+228,778
+72% +$9.45M 4.66% 1
2021
Q1 		$13.1M Buy
317,565
+180,533
+132% +$7.43M 3.19% 2
2020
Q4 		$5.65M Buy
137,032
+17,355
+15% +$700K 1.5% 8
2020
Q3 		$4.75M Buy
119,677
+56,749
+90% +$2.24M 1.35% 13
2020
Q2 		$2.4M Buy
62,928
+36,977
+142% +$1.38M 0.83% 35
2020
Q1 		$944K Buy
+25,951
New +$1.03M 0.4% 101

Other funds holding USHY

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bricktown Capital
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Hohimer Wealth Management's USHY Position: Q3 2026 in Review

Hohimer Wealth Management reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 40% in Q3 2026, selling an estimated $2.84M and leaving 117,592 shares worth $4.27M. The position accounts for 0.99% of the portfolio, ranked #26.

Hohimer Wealth Management first reported a position in USHY in Q1 2020 and has held it in 27 quarters since. The position peaked at $26M in Q1 2022. 289 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

  • Hohimer Wealth Management held 117,592 shares of iShares Broad USD High Yield Corporate Bond ETF worth $4.27M as of Q3 2026.
  • Hohimer Wealth Management sold 77,366 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $2.84M.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.99% of Hohimer Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Hohimer Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2020 and has held it in 27 quarters since.
  • Hohimer Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $26M in Q1 2022.
  • 289 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.