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 Q3	$236K	Buy	6,597 +227	+4%	+$8.32K	﹤0.01%	1292
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 $273B AUM 15.34% 1-Year Est. Return

Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Ilmarinen Mutual Pension Insurance Helsinki, Finland $15.6B AUM 23.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Perigon Wealth Management's USHY Position: Q3 2026 in Review

Perigon Wealth Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 3.6% in Q3 2026, buying an estimated $8.32K and bringing the position to 6,597 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

Perigon Wealth Management first reported a position in USHY in Q2 2020 and has held it in 8 quarters since. The position peaked at $302K in Q2 2020. 604 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

Perigon Wealth Management held 6,597 shares of iShares Broad USD High Yield Corporate Bond ETF worth $236K as of Q3 2026.
Perigon Wealth Management bought 227 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $8.32K.
iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1292 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 8 quarters since.
Perigon Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $302K in Q2 2020.
604 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.