Meriwether Wealth & Planning
USHY icon

Meriwether Wealth & Planning’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Meriwether Wealth & Planning’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 		$26.8K Buy
+751
New +$27.5K 0.01% 324

Other funds holding USHY

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bricktown Capital
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Meriwether Wealth & Planning's USHY Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2026: 751 shares worth $26.8K. The stake represents 0.01% of the portfolio and ranks #324 among its holdings.

249 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

  • Meriwether Wealth & Planning held 751 shares of iShares Broad USD High Yield Corporate Bond ETF worth $26.8K as of Q3 2026.
  • iShares Broad USD High Yield Corporate Bond ETF was a new Meriwether Wealth & Planning position in Q3 2026.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #324 holding.
  • 249 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.