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 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 $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

MASECO Private Wealth's USHY Position: Q2 2026 in Review

MASECO Private Wealth reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 4.1% in Q2 2026, selling an estimated $108K and leaving 68,740 shares worth $2.55M. The position accounts for 0.07% of the portfolio, ranked #42.

MASECO Private Wealth first reported a position in USHY in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.69M in Q2 2025. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

MASECO Private Wealth held 68,740 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2.55M as of Q2 2026.
MASECO Private Wealth sold 2,926 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $108K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.07% of MASECO Private Wealth's portfolio in Q2 2026, its #42 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 5 quarters since.
MASECO Private Wealth's iShares Broad USD High Yield Corporate Bond ETF position peaked at $4.69M in Q2 2025.
672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.