Neumann Capital Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Neumann Capital 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	–	Sell	-44,077	Closed	-$1.62M	–	100
2026 Q1	$1.62M	Buy	44,077 +10,817	+33%	+$403K	0.48%	46
2025 Q4	$1.24M	Buy	33,260 +1,171	+4%	+$43.8K	0.36%	56
2025 Q3	$1.21M	Buy	32,089 +662	+2%	+$24.8K	0.35%	57
2025 Q2	$1.18M	Buy	31,427 +3,313	+12%	+$121K	0.37%	56
2025 Q1	$1.03M	Buy	28,114 +2,750	+11%	+$102K	0.36%	59
2024 Q4	$933K	Buy	25,364 +3,614	+17%	+$134K	0.31%	65
2024 Q3	$819K	Buy	21,750 +2,350	+12%	+$86.8K	0.27%	65
2024 Q2	$704K	Buy	19,400 +8,850	+84%	+$320K	0.24%	71
2024 Q1	$386K	Buy	10,550 +700	+7%	+$25.4K	0.14%	80
2023 Q4	$358K	Buy	9,850 +3,500	+55%	+$123K	0.14%	82
2023 Q3	$220K	Buy	+6,350	New	+$223K	0.1%	90

Other funds holding USHY

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Neumann Capital Management's USHY Position: Q2 2026 in Review

Neumann Capital Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2026, closing a stake of 44,077 shares — an estimated $1.62M sold.

Neumann Capital Management first reported a position in USHY in Q3 2023 and held it in 11 quarters. The position peaked at $1.62M in Q1 2026. 272 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Neumann Capital Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Neumann Capital Management sold 44,077 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.62M.
Neumann Capital Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2023 and held it in 11 quarters.
Neumann Capital Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.62M in Q1 2026.
272 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.