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 Q3	$1.78M	Buy	49,932 +400	+0.8%	+$14.7K	0.99%	20
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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Ilmarinen Mutual Pension Insurance Helsinki, Finland $15.6B AUM 23.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Innovative Wealth Building's USHY Position: Q3 2026 in Review

Innovative Wealth Building increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 0.81% in Q3 2026, buying an estimated $14.7K and bringing the position to 49,932 shares worth $1.78M. The position accounts for 0.99% of the portfolio, ranked #20.

Innovative Wealth Building first reported a position in USHY in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.3M in Q4 2024. 604 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

Innovative Wealth Building held 49,932 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.78M as of Q3 2026.
Innovative Wealth Building bought 400 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $14.7K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.99% of Innovative Wealth Building's portfolio in Q3 2026, its #20 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 8 quarters since.
Innovative Wealth Building's iShares Broad USD High Yield Corporate Bond ETF position peaked at $3.3M in Q4 2024.
604 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.