IWC
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Integrated Wealth Concepts’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Integrated Wealth Concepts’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
Q1 		$612K Buy
16,615
+3,210
+24% +$120K ﹤0.01% 1423
2025
Q4 		$501K Sell
13,405
-7,319
-35% -$274K 0.01% 1084
2025
Q3 		$783K Sell
20,724
-4,778
-19% -$179K 0.01% 1113
2025
Q2 		$957K Sell
25,502
-19,369
-43% -$710K 0.01% 945
2025
Q1 		$1.65M Buy
44,871
+35,040
+356% +$1.3M 0.02% 627
2024
Q4 		$362K Buy
9,831
+4,181
+74% +$155K ﹤0.01% 1272
2024
Q3 		$213K Sell
5,650
-3,358
-37% -$124K ﹤0.01% 1530
2024
Q2 		$327K Buy
9,008
+1,039
+13% +$37.6K ﹤0.01% 1273
2024
Q1 		$292K Buy
+7,969
New +$290K ﹤0.01% 1333
2023
Q1 		– Sell
-9,379
Closed -$324K – 1386
2022
Q4 		$324K Buy
9,379
+1,276
+16% +$44.1K 0.01% 795
2022
Q3 		$272K Sell
8,103
-6
-0.1% -$213 0.01% 766
2022
Q2 		$281K Buy
8,109
+591
+8% +$21.7K 0.01% 779
2022
Q1 		$292K Sell
7,518
-100,612
-93% -$3.98M 0.01% 755
2021
Q4 		$4.45M Buy
108,130
+3,102
+3% +$128K 0.13% 139
2021
Q3 		$4.36M Buy
105,028
+514
+0.5% +$21.4K 0.14% 130
2021
Q2 		$4.36M Buy
104,514
+158
+0.2% +$6.53K 0.15% 123
2021
Q1 		$4.3M Sell
104,356
-360
-0.3% -$14.8K 0.18% 108
2020
Q4 		$4.32M Sell
104,716
-2,600
-2% -$105K 0.2% 89
2020
Q3 		$4.24M Buy
107,316
+10,293
+11% +$406K 0.26% 79
2020
Q2 		$3.71M Sell
97,023
-2,193
-2% -$81.9K 0.27% 73
2020
Q1 		$3.52M Sell
99,216
-5,469
-5% -$216K 0.33% 63
2019
Q4 		$4.3M Buy
104,685
+1,507
+1% +$61.4K 0.36% 60
2019
Q3 		$4.22M Buy
+103,178
New +$4.21M 0.48% 51

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Integrated Wealth Concepts's USHY Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 24% in Q1 2026, buying an estimated $120K and bringing the position to 16,615 shares worth $612K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Integrated Wealth Concepts first reported a position in USHY in Q3 2019 and has held it in 23 quarters since. The position peaked at $4.45M in Q4 2021. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • Integrated Wealth Concepts held 16,615 shares of iShares Broad USD High Yield Corporate Bond ETF worth $612K as of Q1 2026.
  • Integrated Wealth Concepts bought 3,210 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $120K.
  • iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1423 holding.
  • Integrated Wealth Concepts first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2019 and has held it in 23 quarters since.
  • Integrated Wealth Concepts's iShares Broad USD High Yield Corporate Bond ETF position peaked at $4.45M in Q4 2021.
  • 648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.