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Portside Wealth Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Portside Wealth Group’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 		$980K Buy
26,476
+8,192
+45% +$303K 0.11% 195
2026
Q1 		$674K Buy
18,284
+2,150
+13% +$80.2K 0.09% 213
2025
Q4 		$603K Sell
16,134
-1,308
-7% -$49K 0.08% 223
2025
Q3 		$659K Sell
17,442
-1,538
-8% -$57.6K 0.09% 221
2025
Q2 		$712K Buy
18,980
+1,790
+10% +$65.6K 0.11% 200
2025
Q1 		$633K Sell
17,190
-1,663
-9% -$61.7K 0.1% 200
2024
Q4 		$694K Sell
18,853
-667
-3% -$24.8K 0.11% 185
2024
Q3 		$735K Buy
19,520
+3,024
+18% +$112K 0.13% 173
2024
Q2 		$598K Buy
16,496
+3,716
+29% +$134K 0.11% 182
2024
Q1 		$468K Sell
12,780
-1,375
-10% -$50K 0.09% 223
2023
Q4 		$515K Sell
14,155
-600
-4% -$21K 0.1% 208
2023
Q3 		$513K Buy
14,755
+406
+3% +$14.3K 0.1% 190
2023
Q2 		$507K Buy
+14,349
New +$503K 0.09% 196

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
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
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Portside Wealth Group's USHY Position: Q2 2026 in Review

Portside Wealth Group increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 45% in Q2 2026, buying an estimated $303K and bringing the position to 26,476 shares worth $980K. The position accounts for 0.11% of the portfolio, ranked #195.

Portside Wealth Group first reported a position in USHY in Q2 2023 and has held it in 13 quarters since. 104 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Portside Wealth Group held 26,476 shares of iShares Broad USD High Yield Corporate Bond ETF worth $980K as of Q2 2026.
  • Portside Wealth Group bought 8,192 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $303K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.11% of Portside Wealth Group's portfolio in Q2 2026, its #195 holding.
  • Portside Wealth Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 104 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.