Portside Wealth Group
USHY icon

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
Q3 		$1.14M Buy
31,944
+5,468
+21% +$200K 0.13% 173
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Portside Wealth Group's USHY Position: Q3 2026 in Review

Portside Wealth Group increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 21% in Q3 2026, buying an estimated $200K and bringing the position to 31,944 shares worth $1.14M. The position accounts for 0.13% of the portfolio, ranked #173.

Portside Wealth Group first reported a position in USHY in Q2 2023 and has held it in 14 quarters since. 468 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

  • Portside Wealth Group held 31,944 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.14M as of Q3 2026.
  • Portside Wealth Group bought 5,468 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $200K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.13% of Portside Wealth Group's portfolio in Q3 2026, its #173 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 14 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.