Leeward Financial Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Leeward Financial Partners’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	$2.64M	Buy	71,441 +3,217	+5%	+$119K	0.69%	42
2026 Q1	$2.51M	Buy	68,224 +85	+0.1%	+$3.17K	0.75%	42
2025 Q4	$2.55M	Sell	68,139 -889	-1%	-$33.3K	0.72%	41
2025 Q3	$2.61M	Buy	69,028 +9,894	+17%	+$371K	0.74%	38
2025 Q2	$2.22M	Buy	59,134 +3,650	+7%	+$134K	0.7%	41
2025 Q1	$2.04M	Buy	55,484 +4,053	+8%	+$150K	0.76%	41
2024 Q4	$1.89M	Buy	51,431 +2,989	+6%	+$111K	0.67%	39
2024 Q3	$1.82M	Buy	48,442 +1,932	+4%	+$71.4K	0.69%	39
2024 Q2	$1.69M	Buy	46,510 +507	+1%	+$18.3K	0.69%	40
2024 Q1	$1.68M	Buy	46,003 +3,537	+8%	+$129K	0.71%	41
2023 Q4	$1.54M	Buy	42,466 +1,407	+3%	+$49.3K	0.75%	44
2023 Q3	$1.43M	Buy	41,059 +4,650	+13%	+$163K	0.79%	41
2023 Q2	$1.29M	Buy	+36,409	New	+$1.28M	0.74%	47

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

Leeward Financial Partners's USHY Position: Q2 2026 in Review

Leeward Financial Partners increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 4.7% in Q2 2026, buying an estimated $119K and bringing the position to 71,441 shares worth $2.64M. The position accounts for 0.69% of the portfolio, ranked #42.

Leeward Financial Partners first reported a position in USHY in Q2 2023 and has held it in 13 quarters since. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Leeward Financial Partners held 71,441 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2.64M as of Q2 2026.
Leeward Financial Partners bought 3,217 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $119K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.69% of Leeward Financial Partners's portfolio in Q2 2026, its #42 holding.
Leeward Financial Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.