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

Institute for 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 		$13.8K Buy
+374
New +$13.8K ﹤0.01% 1239

Other funds holding USHY

BlackRock
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
TWIM
TIAA Wealth Investment Management New York $15B AUM
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
TC
Toews Corporation Northfield, New Jersey $686M AUM 6.66% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Institute for Wealth Management's USHY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2026: 374 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #1239 among its holdings.

441 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Institute for Wealth Management held 374 shares of iShares Broad USD High Yield Corporate Bond ETF worth $13.8K as of Q2 2026.
  • iShares Broad USD High Yield Corporate Bond ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1239 holding.
  • 441 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.