Matthew Hamilton Rosenberg’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Matthew Hamilton Rosenberg’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	–	Sell	-31	Closed	-$1.15K	–	831
2026 Q2	$1.15K	Hold	31	–	–	﹤0.01%	758
2026 Q1	$1.14K	Hold	31	–	–	﹤0.01%	755
2025 Q4	$1.16K	Hold	31	–	–	﹤0.01%	767
2025 Q3	$1.17K	Sell	31 -157	-84%	-$5.88K	﹤0.01%	770
2025 Q2	$7.05K	Buy	188 +157	+506%	+$5.76K	﹤0.01%	695
2025 Q1	$1.14K	Hold	31	–	–	﹤0.01%	785
2024 Q4	$1.14K	Sell	31 -47	-60%	-$1.75K	﹤0.01%	764
2024 Q3	$2.94K	Hold	78	–	–	﹤0.01%	731
2024 Q2	$2.81K	Hold	78	–	–	﹤0.01%	699
2024 Q1	$2.82K	Hold	78	–	–	﹤0.01%	739
2023 Q4	$2.83K	Hold	78	–	–	﹤0.01%	745
2023 Q3	$2.71K	Hold	78	–	–	﹤0.01%	738
2023 Q2	$2.75K	Hold	78	–	–	﹤0.01%	738
2023 Q1	$2.77K	Sell	78 -182	-70%	-$6.4K	﹤0.01%	772
2022 Q4	$8.98K	Sell	260 -24	-8%	-$829	﹤0.01%	665
2022 Q3	$10K	Sell	284 -130	-31%	-$4.62K	﹤0.01%	644
2022 Q2	$14K	Buy	414 +68	+20%	+$2.49K	0.01%	617
2022 Q1	$13K	Hold	346	–	–	﹤0.01%	604
2021 Q4	$14K	Hold	346	–	–	0.01%	569
2021 Q3	$14K	Buy	+346	New	+$14.4K	0.01%	539

Other funds holding USHY

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TWM

Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Matthew Hamilton Rosenberg's USHY Position: Q3 2026 in Review

Matthew Hamilton Rosenberg sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2026, closing a stake of 31 shares — an estimated $1.15K sold.

Matthew Hamilton Rosenberg first reported a position in USHY in Q3 2021 and held it in 20 quarters. The position peaked at $14K in Q2 2022. 39 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

Matthew Hamilton Rosenberg reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 31 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $1.15K.
Matthew Hamilton Rosenberg first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2021 and held it in 20 quarters.
Matthew Hamilton Rosenberg's iShares Broad USD High Yield Corporate Bond ETF position peaked at $14K in Q2 2022.
39 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.