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

Perigon 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	$236K	Buy	6,370 +129	+2%	+$4.78K	﹤0.01%	1276
2026 Q1	$230K	Buy	6,241 +544	+10%	+$20.3K	﹤0.01%	1143
2025 Q4	$213K	Buy	5,697 +21	+0.4%	+$786	﹤0.01%	1214
2025 Q3	$214K	Buy	+5,676	New	+$213K	﹤0.01%	1129
2021 Q1	–	Sell	-4,142	Closed	-$171K	–	1012
2020 Q4	$171K	Sell	4,142 -3,423	-45%	-$138K	0.02%	429
2020 Q3	$299K	Sell	7,565 -348	-4%	-$13.7K	0.04%	299
2020 Q2	$302K	Buy	+7,913	New	+$296K	0.05%	270

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

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

Perigon Wealth Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 2.1% in Q2 2026, buying an estimated $4.78K and bringing the position to 6,370 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Perigon Wealth Management first reported a position in USHY in Q2 2020 and has held it in 7 quarters since. The position peaked at $302K in Q2 2020. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Perigon Wealth Management held 6,370 shares of iShares Broad USD High Yield Corporate Bond ETF worth $236K as of Q2 2026.
Perigon Wealth Management bought 129 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $4.78K.
iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1276 holding.
Perigon Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2020 and has held it in 7 quarters since.
Perigon Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $302K in Q2 2020.
672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.