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 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 $208B AUM 16.12% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Perigon Wealth Management's USHY Position: Q1 2026 in Review

Perigon Wealth Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 9.5% in Q1 2026, buying an estimated $20.3K and bringing the position to 6,241 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Perigon Wealth Management first reported a position in USHY in Q2 2020 and has held it in 6 quarters since. The position peaked at $302K in Q2 2020. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Perigon Wealth Management held 6,241 shares of iShares Broad USD High Yield Corporate Bond ETF worth $230K as of Q1 2026.
Perigon Wealth Management bought 544 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $20.3K.
iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1143 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 6 quarters since.
Perigon Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $302K in Q2 2020.
648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.