KBFS
USHY icon

Kohmann Bosshard Financial Services’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Kohmann Bosshard Financial Services’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 		$402K Sell
10,850
-165
-1% -$6.11K 0.03% 146
2026
Q1 		$406K Sell
11,015
-180
-2% -$6.71K 0.04% 136
2025
Q4 		$419K Buy
11,195
+28
+0.3% +$1.05K 0.04% 169
2025
Q3 		$422K Sell
11,167
-14
-0.1% -$525 0.04% 143
2025
Q2 		$419K Sell
11,181
-139
-1% -$5.1K 0.05% 128
2025
Q1 		$417K Sell
11,320
-260
-2% -$9.64K 0.05% 133
2024
Q4 		$426K Buy
11,580
+4,749
+70% +$177K 0.05% 124
2024
Q3 		$257K Buy
6,831
+24
+0.4% +$887 0.03% 174
2024
Q2 		$247K Sell
6,807
-787
-10% -$28.5K 0.03% 169
2024
Q1 		$278K Sell
7,594
-3,121
-29% -$113K 0.04% 164
2023
Q4 		$389K Sell
10,715
-143
-1% -$5.01K 0.06% 123
2023
Q3 		$377K Sell
10,858
-242
-2% -$8.5K 0.06% 116
2023
Q2 		$392K Sell
11,100
-12,361
-53% -$434K 0.07% 116
2023
Q1 		$834K Sell
23,461
-1,643
-7% -$57.8K 0.16% 73
2022
Q4 		$867K Buy
25,104
+3,663
+17% +$127K 0.17% 72
2022
Q3 		$721K Buy
21,441
+2,487
+13% +$88.4K 0.16% 69
2022
Q2 		$656K Buy
18,954
+6,330
+50% +$232K 0.15% 68
2022
Q1 		$491K Buy
12,624
+5,842
+86% +$231K 0.1% 79
2021
Q4 		$279K Sell
6,782
-2,245
-25% -$92.3K 0.06% 96
2021
Q3 		$375K Sell
9,027
-179
-2% -$7.44K 0.08% 76
2021
Q2 		$384K Buy
9,206
+141
+2% +$5.82K 0.09% 75
2021
Q1 		$373K Sell
9,065
-120
-1% -$4.94K 0.1% 72
2020
Q4 		$379K Sell
9,185
-453
-5% -$18.3K 0.12% 70
2020
Q3 		$380K Sell
9,638
-1,417
-13% -$56K 0.14% 68
2020
Q2 		$423K Buy
11,055
+2,072
+23% +$77.4K 0.16% 63
2020
Q1 		$319K Sell
8,983
-2,099
-19% -$82.9K 0.14% 61
2019
Q4 		$455K Buy
11,082
+972
+10% +$39.6K 0.17% 51
2019
Q3 		$414K Buy
10,110
+260
+3% +$10.6K 0.16% 52
2019
Q2 		$403K Buy
9,850
+208
+2% +$8.43K 0.17% 52
2019
Q1 		$391K Buy
9,642
+418
+5% +$16.7K 0.18% 54
2018
Q4 		$352K Buy
+9,224
New +$364K 0.19% 52

Other funds holding USHY

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PL
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
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Kohmann Bosshard Financial Services's USHY Position: Q2 2026 in Review

Kohmann Bosshard Financial Services reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 1.5% in Q2 2026, selling an estimated $6.11K and leaving 10,850 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #146.

Kohmann Bosshard Financial Services first reported a position in USHY in Q4 2018 and has held it in 31 quarters since. The position peaked at $867K in Q4 2022. 197 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Kohmann Bosshard Financial Services held 10,850 shares of iShares Broad USD High Yield Corporate Bond ETF worth $402K as of Q2 2026.
  • Kohmann Bosshard Financial Services sold 165 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $6.11K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.03% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #146 holding.
  • Kohmann Bosshard Financial Services first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Kohmann Bosshard Financial Services's iShares Broad USD High Yield Corporate Bond ETF position peaked at $867K in Q4 2022.
  • 197 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.