MASECO Private Wealth’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

MASECO Private Wealth’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 Q3	$2.32M	Sell	64,945 -3,795	-6%	-$139K	0.06%	47
2026 Q2	$2.55M	Sell	68,740 -2,926	-4%	-$108K	0.07%	42
2026 Q1	$2.64M	Sell	71,666 -16,352	-19%	-$610K	0.08%	41
2025 Q4	$3.29M	Sell	88,018 -11,516	-12%	-$431K	0.14%	33
2025 Q3	$3.76M	Sell	99,534 -25,601	-20%	-$959K	0.18%	26
2025 Q2	$4.69M	Buy	+125,135	New	+$4.59M	0.18%	35

Other funds holding USHY

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Ilmarinen Mutual Pension Insurance Helsinki, Finland $15.6B AUM 23.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

MASECO Private Wealth's USHY Position: Q3 2026 in Review

MASECO Private Wealth reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 5.5% in Q3 2026, selling an estimated $139K and leaving 64,945 shares worth $2.32M. The position accounts for 0.06% of the portfolio, ranked #47.

MASECO Private Wealth first reported a position in USHY in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.69M in Q2 2025. 604 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

MASECO Private Wealth held 64,945 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2.32M as of Q3 2026.
MASECO Private Wealth sold 3,795 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $139K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.06% of MASECO Private Wealth's portfolio in Q3 2026, its #47 holding.
MASECO Private Wealth first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
MASECO Private Wealth's iShares Broad USD High Yield Corporate Bond ETF position peaked at $4.69M in Q2 2025.
604 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on MASECO Private Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.