Private Wealth Asset Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Private Wealth Asset 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 Q2	$366K	Sell	9,877 -1,680	-15%	-$62.2K	0.04%	209
2026 Q1	$426K	Buy	11,557 +3,650	+46%	+$136K	0.05%	182
2025 Q4	$296K	Hold	7,907	–	–	0.03%	222
2025 Q3	$299K	Hold	7,907	–	–	0.04%	201
2025 Q2	$297K	Hold	7,907	–	–	0.04%	201
2025 Q1	$291K	Buy	+7,907	New	+$293K	0.04%	190

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

Private Wealth Asset Management's USHY Position: Q2 2026 in Review

Private Wealth Asset Management reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 15% in Q2 2026, selling an estimated $62.2K and leaving 9,877 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #209.

Private Wealth Asset Management first reported a position in USHY in Q1 2025 and has held it in 6 quarters since. The position peaked at $426K in Q1 2026. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Private Wealth Asset Management held 9,877 shares of iShares Broad USD High Yield Corporate Bond ETF worth $366K as of Q2 2026.
Private Wealth Asset Management sold 1,680 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $62.2K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.04% of Private Wealth Asset Management's portfolio in Q2 2026, its #209 holding.
Private Wealth Asset Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $426K in Q1 2026.
668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.