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 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

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

Hohimer Wealth Management's USHY Position: Q2 2026 in Review

Hohimer Wealth Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 14% in Q2 2026, buying an estimated $875K and bringing the position to 194,958 shares worth $7.22M. The position accounts for 0.72% of the portfolio, ranked #29.

Hohimer Wealth Management first reported a position in USHY in Q1 2020 and has held it in 26 quarters since. The position peaked at $26M in Q1 2022. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Hohimer Wealth Management held 194,958 shares of iShares Broad USD High Yield Corporate Bond ETF worth $7.22M as of Q2 2026.
Hohimer Wealth Management bought 23,636 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $875K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.72% of Hohimer Wealth Management's portfolio in Q2 2026, its #29 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 26 quarters since.
Hohimer Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $26M in Q1 2022.
672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.