Mattern Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Mattern Wealth 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	$338K	Hold	9,141	–	–	0.06%	139
2026 Q1	$337K	Hold	9,141	–	–	0.07%	115
2025 Q4	$342K	Hold	9,141	–	–	0.07%	114
2025 Q3	$345K	Buy	9,141 +1,000	+12%	+$37.5K	0.07%	114
2025 Q2	$305K	Buy	8,141 +500	+7%	+$18.3K	0.06%	123
2025 Q1	$281K	Hold	7,641	–	–	0.06%	133
2024 Q4	$281K	Sell	7,641 -1,032	-12%	-$38.4K	0.06%	138
2024 Q3	$327K	Buy	8,673 +2,000	+30%	+$73.9K	0.07%	134
2024 Q2	$242K	Sell	6,673 -30	-0.4%	-$1.08K	0.06%	159
2024 Q1	$245K	Buy	+6,703	New	+$244K	0.06%	156

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

Mattern Wealth Management's USHY Position: Q2 2026 in Review

Mattern Wealth Management held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q2 2026 at 9,141 shares worth $338K. The position accounts for 0.06% of the portfolio, ranked #139.

Mattern Wealth Management first reported a position in USHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $345K in Q3 2025. 676 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Mattern Wealth Management held 9,141 shares of iShares Broad USD High Yield Corporate Bond ETF worth $338K as of Q2 2026.
Mattern Wealth Management left its iShares Broad USD High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares Broad USD High Yield Corporate Bond ETF made up 0.06% of Mattern Wealth Management's portfolio in Q2 2026, its #139 holding.
Mattern Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Mattern Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $345K in Q3 2025.
676 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.