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KWMG LLC’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

KWMG LLC’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
Q3 		$305K Hold
8,537
– – 0.02% 134
2026
Q2 		$316K Buy
+8,537
New +$316K 0.02% 134

Other funds holding USHY

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

KWMG LLC's USHY Position: Q3 2026 in Review

KWMG LLC held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q3 2026 at 8,537 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #134.

KWMG LLC first reported a position in USHY in Q2 2026 and has held it in 2 quarters since. The position peaked at $316K in Q2 2026. 40 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

  • KWMG LLC held 8,537 shares of iShares Broad USD High Yield Corporate Bond ETF worth $305K as of Q3 2026.
  • KWMG LLC left its iShares Broad USD High Yield Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.02% of KWMG LLC's portfolio in Q3 2026, its #134 holding.
  • KWMG LLC first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • KWMG LLC's iShares Broad USD High Yield Corporate Bond ETF position peaked at $316K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.