KWM
USHY icon

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

KW 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
Q1 		– Sell
-5,613
Closed -$210K – 63
2025
Q4 		$210K Sell
5,613
-255
-4% -$9.55K 0.32% 78
2025
Q3 		$222K Buy
+5,868
New +$220K 0.38% 69

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $4.25M AUM 33.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KW Wealth Management's USHY Position: Q1 2026 in Review

KW Wealth Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2026, closing a stake of 5,613 shares — an estimated $210K sold.

KW Wealth Management first reported a position in USHY in Q3 2025 and held it in 2 quarters. The position peaked at $222K in Q3 2025. 653 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • KW Wealth Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • KW Wealth Management sold 5,613 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $210K.
  • KW Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2025 and held it in 2 quarters.
  • KW Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $222K in Q3 2025.
  • 653 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.