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Petros Family Wealth’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Petros Family Wealth’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 		$202K Sell
5,451
-1,277
-19% -$47.3K 0.12% 132
2026
Q1 		$248K Sell
6,728
-507
-7% -$18.9K 0.18% 112
2025
Q4 		$271K Buy
+7,235
New +$271K 0.18% 114

Other funds holding USHY

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Petros Family Wealth's USHY Position: Q2 2026 in Review

Petros Family Wealth reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 19% in Q2 2026, selling an estimated $47.3K and leaving 5,451 shares worth $202K. The position accounts for 0.12% of the portfolio, ranked #132.

Petros Family Wealth first reported a position in USHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $271K in Q4 2025. 198 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Petros Family Wealth held 5,451 shares of iShares Broad USD High Yield Corporate Bond ETF worth $202K as of Q2 2026.
  • Petros Family Wealth sold 1,277 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $47.3K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.12% of Petros Family Wealth's portfolio in Q2 2026, its #132 holding.
  • Petros Family Wealth first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Petros Family Wealth's iShares Broad USD High Yield Corporate Bond ETF position peaked at $271K in Q4 2025.
  • 198 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

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