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

Modera 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 		$626K Sell
16,899
-572
-3% -$21.2K 0.01% 422
2026
Q1 		$644K Sell
17,471
-382
-2% -$14.2K 0.01% 398
2025
Q4 		$668K Buy
17,853
+63
+0.4% +$2.36K 0.01% 398
2025
Q3 		$672K Sell
17,790
-343
-2% -$12.9K 0.01% 404
2025
Q2 		$680K Buy
18,133
+445
+3% +$16.3K 0.01% 388
2025
Q1 		$651K Buy
17,688
+665
+4% +$24.7K 0.01% 381
2024
Q4 		$626K Buy
17,023
+286
+2% +$10.6K 0.01% 395
2024
Q3 		$630K Sell
16,737
-543
-3% -$20.1K 0.01% 374
2024
Q2 		$627K Buy
17,280
+2,073
+14% +$75K 0.01% 354
2024
Q1 		$556K Buy
15,207
+160
+1% +$5.82K 0.01% 375
2023
Q4 		$547K Buy
15,047
+1,067
+8% +$37.4K 0.01% 363
2023
Q3 		$485K Buy
13,980
+1,358
+11% +$47.7K 0.01% 365
2023
Q2 		$446K Buy
+12,622
New +$443K 0.01% 397

Other funds holding USHY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

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

Modera Wealth Management reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 3.3% in Q2 2026, selling an estimated $21.2K and leaving 16,899 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #422.

Modera Wealth Management first reported a position in USHY in Q2 2023 and has held it in 13 quarters since. The position peaked at $680K in Q2 2025. 403 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Modera Wealth Management held 16,899 shares of iShares Broad USD High Yield Corporate Bond ETF worth $626K as of Q2 2026.
  • Modera Wealth Management sold 572 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $21.2K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #422 holding.
  • Modera Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Modera Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $680K in Q2 2025.
  • 403 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.