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Liberty Capital Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Liberty Capital 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 		$571K Buy
+15,435
New +$571K 0.1% 115
2025
Q4 		$569K Hold
15,203
– – 0.11% 111
2025
Q3 		$574K Buy
15,203
+3,002
+25% +$112K 0.11% 108
2025
Q2 		$458K Buy
12,201
+6,713
+122% +$246K 0.09% 114
2025
Q1 		$202K Hold
5,488
– – 0.05% 158
2024
Q4 		$202K Buy
+5,488
New +$204K 0.04% 155

Other funds holding USHY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Liberty Capital Management's USHY Position: Q2 2026 in Review

Liberty Capital Management opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2026: 15,435 shares worth $571K. The stake represents 0.1% of the portfolio and ranks #115 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in USHY as recently as Q4 2025.

Liberty Capital Management first reported a position in USHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $574K in Q3 2025. 403 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Liberty Capital Management held 15,435 shares of iShares Broad USD High Yield Corporate Bond ETF worth $571K as of Q2 2026.
  • iShares Broad USD High Yield Corporate Bond ETF was a new Liberty Capital Management position in Q2 2026.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.1% of Liberty Capital Management's portfolio in Q2 2026, its #115 holding.
  • Liberty Capital Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Liberty Capital Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $574K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.