Next Level Wealth Planning
USHY icon

Next Level Wealth Planning’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Next Level Wealth Planning’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
Q3 		$14K Buy
+392
New +$14.4K 0.01% 300

Other funds holding USHY

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Next Level Wealth Planning's USHY Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2026: 392 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #300 among its holdings.

392 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

  • Next Level Wealth Planning held 392 shares of iShares Broad USD High Yield Corporate Bond ETF worth $14K as of Q3 2026.
  • iShares Broad USD High Yield Corporate Bond ETF was a new Next Level Wealth Planning position in Q3 2026.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #300 holding.
  • 392 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.