ORG Wealth Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

ORG Wealth Partners’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	$45.5K	Buy	1,230 +56	+5%	+$2.07K	0.01%	356
2026 Q1	$43.3K	Sell	1,174 -890	-43%	-$33.2K	0.01%	345
2025 Q4	$77.2K	Hold	2,064	–	–	0.02%	291
2025 Q3	$78K	Hold	2,064	–	–	0.02%	297
2025 Q2	$77K	Hold	2,064	–	–	0.02%	282
2025 Q1	$75.7K	Buy	2,064 +2,019	+4,487%	+$74.9K	0.02%	314
2024 Q4	$1.66K	Hold	45	–	–	﹤0.01%	478
2024 Q3	$1.69K	Buy	+45	New	+$1.66K	﹤0.01%	448

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

ORG Wealth Partners's USHY Position: Q2 2026 in Review

ORG Wealth Partners increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 4.8% in Q2 2026, buying an estimated $2.07K and bringing the position to 1,230 shares worth $45.5K. The position accounts for 0.01% of the portfolio, ranked #356.

ORG Wealth Partners first reported a position in USHY in Q3 2024 and has held it in 8 quarters since. The position peaked at $78K in Q3 2025. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

ORG Wealth Partners held 1,230 shares of iShares Broad USD High Yield Corporate Bond ETF worth $45.5K as of Q2 2026.
ORG Wealth Partners bought 56 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.07K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #356 holding.
ORG Wealth Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $78K in Q3 2025.
668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.