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

LeConte 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 Q3	$3.51M	Buy	98,389 +10,589	+12%	+$388K	1.88%	13
2026 Q2	$3.25M	Buy	87,800 +6,530	+8%	+$242K	1.77%	12
2026 Q1	$2.99M	Buy	81,270 +4,841	+6%	+$180K	1.94%	11
2025 Q4	$2.86M	Buy	76,429 +12,460	+19%	+$467K	1.87%	13
2025 Q3	$2.42M	Buy	63,969 +20,993	+49%	+$787K	1.61%	13
2025 Q2	$1.61M	Buy	42,976 +20,056	+88%	+$735K	1.09%	17
2025 Q1	$844K	Buy	+22,920	New	+$850K	0.54%	21

Other funds holding USHY

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

EWA

ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

LeConte Wealth Management's USHY Position: Q3 2026 in Review

LeConte Wealth Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 12% in Q3 2026, buying an estimated $388K and bringing the position to 98,389 shares worth $3.51M. The position accounts for 1.88% of the portfolio, ranked #13.

LeConte Wealth Management first reported a position in USHY in Q1 2025 and has held it in 7 quarters since. 200 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

LeConte Wealth Management held 98,389 shares of iShares Broad USD High Yield Corporate Bond ETF worth $3.51M as of Q3 2026.
LeConte Wealth Management bought 10,589 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $388K.
iShares Broad USD High Yield Corporate Bond ETF made up 1.88% of LeConte Wealth Management's portfolio in Q3 2026, its #13 holding.
LeConte Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2025 and has held it in 7 quarters since.
200 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.