Innovative Wealth Building’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Innovative Wealth Building’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	$1.83M	Sell	49,532 -5,027	-9%	-$186K	1.07%	17
2026 Q1	$2.01M	Buy	54,559 +3,256	+6%	+$121K	1.41%	14
2025 Q4	$1.92M	Sell	51,303 -11,510	-18%	-$431K	1.4%	15
2025 Q3	$2.37M	Sell	62,813 -7,687	-11%	-$288K	1.85%	14
2025 Q2	$2.64M	Sell	70,500 -11,423	-14%	-$419K	2.19%	13
2025 Q1	$3.02M	Sell	81,923 -7,705	-9%	-$286K	2.78%	10
2024 Q4	$3.3M	Buy	+89,628	New	+$3.33M	2.98%	9

Other funds holding USHY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OPAM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 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

Innovative Wealth Building's USHY Position: Q2 2026 in Review

Innovative Wealth Building reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 9.2% in Q2 2026, selling an estimated $186K and leaving 49,532 shares worth $1.83M. The position accounts for 1.07% of the portfolio, ranked #17.

Innovative Wealth Building first reported a position in USHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.3M in Q4 2024. 403 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Innovative Wealth Building held 49,532 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.83M as of Q2 2026.
Innovative Wealth Building sold 5,027 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $186K.
iShares Broad USD High Yield Corporate Bond ETF made up 1.07% of Innovative Wealth Building's portfolio in Q2 2026, its #17 holding.
Innovative Wealth Building first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Innovative Wealth Building's iShares Broad USD High Yield Corporate Bond ETF position peaked at $3.3M in Q4 2024.
403 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.