KMG Fiduciary Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

KMG Fiduciary Partners’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	–	Sell	-27,333	Closed	-$1.01M	–	265
2026 Q1	$1.01M	Buy	27,333 +4,007	+17%	+$149K	0.07%	170
2025 Q4	$872K	Buy	23,326 +1,565	+7%	+$58.6K	0.06%	172
2025 Q3	$822K	Buy	21,761 +1,621	+8%	+$60.7K	0.06%	202
2025 Q2	$755K	Buy	20,140 +5,322	+36%	+$195K	0.06%	204
2025 Q1	$545K	Buy	+14,818	New	+$549K	0.05%	218

Other funds holding USHY

OPAM

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

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 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

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

KMG Fiduciary Partners's USHY Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2026, closing a stake of 27,333 shares — an estimated $1.01M sold.

KMG Fiduciary Partners first reported a position in USHY in Q1 2025 and held it in 5 quarters. The position peaked at $1.01M in Q1 2026. 104 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

KMG Fiduciary Partners reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
KMG Fiduciary Partners sold 27,333 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.01M.
KMG Fiduciary Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2025 and held it in 5 quarters.
KMG Fiduciary Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.01M in Q1 2026.
104 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.