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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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LeConte Wealth Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 6.3% in Q1 2026, buying an estimated $180K and bringing the position to 81,270 shares worth $2.99M. The position accounts for 1.94% of the portfolio, ranked #11.

LeConte Wealth Management first reported a position in USHY in Q1 2025 and has held it in 5 quarters since. 649 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • LeConte Wealth Management held 81,270 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2.99M as of Q1 2026.
  • LeConte Wealth Management bought 4,841 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $180K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 1.94% of LeConte Wealth Management's portfolio in Q1 2026, its #11 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 5 quarters since.
  • 649 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.