IWN
USHY icon

Independent Wealth Network’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Independent Wealth Network’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 		$720K Buy
19,439
+186
+1% +$6.88K 0.18% 140
2026
Q1 		$709K Sell
19,253
-653
-3% -$24.3K 0.21% 123
2025
Q4 		$744K Sell
19,906
-890
-4% -$33.3K 0.23% 111
2025
Q3 		$786K Buy
20,796
+4,056
+24% +$152K 0.25% 98
2025
Q2 		$628K Sell
16,740
-231
-1% -$8.47K 0.23% 109
2025
Q1 		$625K Buy
16,971
+1,176
+7% +$43.6K 0.25% 102
2024
Q4 		$581K Sell
15,795
-7,646
-33% -$284K 0.24% 108
2024
Q3 		$883K Buy
23,441
+3,859
+20% +$143K 0.39% 67
2024
Q2 		$710K Buy
19,582
+2,961
+18% +$107K 0.33% 80
2024
Q1 		$608K Buy
16,621
+219
+1% +$7.96K 0.29% 88
2023
Q4 		$596K Buy
16,402
+750
+5% +$26.3K 0.31% 82
2023
Q3 		$543K Buy
15,652
+4,385
+39% +$154K 0.33% 81
2023
Q2 		$398K Buy
11,267
+4,873
+76% +$171K 0.24% 113
2023
Q1 		$227K Buy
6,394
+524
+9% +$18.4K 0.15% 165
2022
Q4 		$203K Buy
+5,870
New +$203K 0.14% 177

Other funds holding USHY

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PL
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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BC
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
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Independent Wealth Network's USHY Position: Q2 2026 in Review

Independent Wealth Network increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 0.97% in Q2 2026, buying an estimated $6.88K and bringing the position to 19,439 shares worth $720K. The position accounts for 0.18% of the portfolio, ranked #140.

Independent Wealth Network first reported a position in USHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $883K in Q3 2024. 153 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Independent Wealth Network held 19,439 shares of iShares Broad USD High Yield Corporate Bond ETF worth $720K as of Q2 2026.
  • Independent Wealth Network bought 186 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $6.88K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.18% of Independent Wealth Network's portfolio in Q2 2026, its #140 holding.
  • Independent Wealth Network first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Independent Wealth Network's iShares Broad USD High Yield Corporate Bond ETF position peaked at $883K in Q3 2024.
  • 153 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.