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

Modern 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 		$7.26M Buy
196,176
+3,844
+2% +$142K 0.09% 214
2026
Q1 		$7.06M Buy
192,332
+1,117
+0.6% +$41.6K 0.12% 168
2025
Q4 		$7.15M Buy
191,215
+3,884
+2% +$145K 0.13% 160
2025
Q3 		$7.08M Sell
187,331
-3,631
-2% -$136K 0.14% 153
2025
Q2 		$7.16M Buy
+190,962
New +$7M 0.18% 124

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

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

Modern Wealth Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 2% in Q2 2026, buying an estimated $142K and bringing the position to 196,176 shares worth $7.26M. The position accounts for 0.09% of the portfolio, ranked #214.

Modern Wealth Management first reported a position in USHY in Q2 2025 and has held it in 5 quarters since. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Modern Wealth Management held 196,176 shares of iShares Broad USD High Yield Corporate Bond ETF worth $7.26M as of Q2 2026.
  • Modern Wealth Management bought 3,844 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $142K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.09% of Modern Wealth Management's portfolio in Q2 2026, its #214 holding.
  • Modern Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.