MPWM Advisory Solutions’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

MPWM Advisory Solutions’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	$20.6K	Hold	555	–	–	0.01%	280
2026 Q1	$20.4K	Buy	555 +7	+1%	+$261	0.01%	271
2025 Q4	$20.5K	Hold	548	–	–	0.01%	250
2025 Q3	$20.7K	Hold	548	–	–	0.01%	232
2025 Q2	$20.6K	Sell	548 -107	-16%	-$3.92K	0.01%	233
2025 Q1	$24.1K	Hold	655	–	–	0.02%	212
2024 Q4	$24.1K	Buy	+655	New	+$24.4K	0.02%	217

Other funds holding USHY

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MPWM Advisory Solutions's USHY Position: Q2 2026 in Review

MPWM Advisory Solutions held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q2 2026 at 555 shares worth $20.6K. The position accounts for 0.01% of the portfolio, ranked #280.

MPWM Advisory Solutions first reported a position in USHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.1K in Q1 2025. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

MPWM Advisory Solutions held 555 shares of iShares Broad USD High Yield Corporate Bond ETF worth $20.6K as of Q2 2026.
MPWM Advisory Solutions left its iShares Broad USD High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #280 holding.
MPWM Advisory Solutions first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's iShares Broad USD High Yield Corporate Bond ETF position peaked at $24.1K in Q1 2025.
668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.