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

Mission 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 Q1	$1.53M	Buy	41,441 +2,862	+7%	+$107K	0.03%	255
2025 Q4	$1.44M	Buy	38,579 +2,787	+8%	+$104K	0.03%	268
2025 Q3	$1.35M	Sell	35,792 -87	-0.2%	-$3.26K	0.03%	275
2025 Q2	$1.35M	Buy	35,879 +1,626	+5%	+$59.6K	0.03%	270
2025 Q1	$1.26M	Buy	34,253 +5,004	+17%	+$186K	0.03%	254
2024 Q4	$1.08M	Sell	29,249 -1,130	-4%	-$42K	0.03%	274
2024 Q3	$1.14M	Sell	30,379 -3,792	-11%	-$140K	0.03%	260
2024 Q2	$1.24M	Sell	34,171 -10,749	-24%	-$389K	0.03%	232
2024 Q1	$1.64M	Buy	44,920 +7,064	+19%	+$257K	0.04%	205
2023 Q4	$1.38M	Sell	37,856 -6,125	-14%	-$215K	0.04%	191
2023 Q3	$1.53M	Sell	43,981 -1,971	-4%	-$69.2K	0.06%	163
2023 Q2	$1.62M	Sell	45,952 -2,501	-5%	-$87.7K	0.06%	155
2023 Q1	$1.72M	Sell	48,453 -1,462	-3%	-$51.4K	0.07%	146
2022 Q4	$1.72M	Buy	+49,915	New	+$1.73M	0.08%	134

Other funds holding USHY

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mission Wealth Management's USHY Position: Q1 2026 in Review

Mission Wealth Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 7.4% in Q1 2026, buying an estimated $107K and bringing the position to 41,441 shares worth $1.53M. The position accounts for 0.03% of the portfolio, ranked #255.

Mission Wealth Management first reported a position in USHY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.72M in Q4 2022. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Mission Wealth Management held 41,441 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.53M as of Q1 2026.
Mission Wealth Management bought 2,862 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $107K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.03% of Mission Wealth Management's portfolio in Q1 2026, its #255 holding.
Mission Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Mission Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.72M in Q4 2022.
648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.