Planning Project LLC’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Planning Project LLC’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	$696K	Buy	+18,864	New	+$698K	0.14%	20

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

Planning Project LLC's USHY Position: Q2 2026 in Review

Planning Project LLC opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2026: 18,864 shares worth $696K. The stake represents 0.14% of the portfolio and ranks #20 among its holdings.

676 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Planning Project LLC held 18,864 shares of iShares Broad USD High Yield Corporate Bond ETF worth $696K as of Q2 2026.
iShares Broad USD High Yield Corporate Bond ETF was a new Planning Project LLC position in Q2 2026.
iShares Broad USD High Yield Corporate Bond ETF made up 0.14% of Planning Project LLC's portfolio in Q2 2026, its #20 holding.
676 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Planning Project LLC's 13F filing for Q2 2026, filed 1 Sep 2026.