Legacy Wealth Partners (Colorado)’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Legacy Wealth Partners (Colorado)’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	$9.64M	Buy	+260,491	New	+$9.64M	2.17%	11
2026 Q1	–	Sell	-50,726	Closed	-$1.9M	–	200
2025 Q4	$1.9M	Buy	+50,726	New	+$1.9M	0.49%	27

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

Legacy Wealth Partners (Colorado)'s USHY Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2026: 260,491 shares worth $9.64M. The stake represents 2.17% of the portfolio and ranks #11 among its holdings. This is a return to the name: Legacy Wealth Partners (Colorado) previously reported a position in USHY as recently as Q4 2025.

Legacy Wealth Partners (Colorado) first reported a position in USHY in Q4 2025 and has held it in 2 quarters since. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Legacy Wealth Partners (Colorado) held 260,491 shares of iShares Broad USD High Yield Corporate Bond ETF worth $9.64M as of Q2 2026.
iShares Broad USD High Yield Corporate Bond ETF was a new Legacy Wealth Partners (Colorado) position in Q2 2026.
iShares Broad USD High Yield Corporate Bond ETF made up 2.17% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #11 holding.
Legacy Wealth Partners (Colorado) first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.