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 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LeConte Wealth Management's USHY Position: Q2 2026 in Review

LeConte Wealth Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 8% in Q2 2026, buying an estimated $242K and bringing the position to 87,800 shares worth $3.25M. The position accounts for 1.77% of the portfolio, ranked #12.

LeConte Wealth Management first reported a position in USHY in Q1 2025 and has held it in 6 quarters since. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

LeConte Wealth Management held 87,800 shares of iShares Broad USD High Yield Corporate Bond ETF worth $3.25M as of Q2 2026.
LeConte Wealth Management bought 6,530 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $242K.
iShares Broad USD High Yield Corporate Bond ETF made up 1.77% of LeConte Wealth Management's portfolio in Q2 2026, its #12 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 6 quarters since.
672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on LeConte Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.