MWM
USHY icon

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
Q2 		$1.89M Buy
51,119
+9,678
+23% +$358K 0.02% 327
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Mission Wealth Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 23% in Q2 2026, buying an estimated $358K and bringing the position to 51,119 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #327.

Mission Wealth Management first reported a position in USHY in Q4 2022 and has held it in 15 quarters since. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Mission Wealth Management held 51,119 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.89M as of Q2 2026.
  • Mission Wealth Management bought 9,678 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $358K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #327 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 15 quarters since.
  • 672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.