PUREfi Wealth
USHY icon

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

PUREfi 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
Q3 		$517K Buy
14,460
+3,000
+26% +$110K 0.24% 97
2026
Q2 		$424K Buy
11,460
+1,000
+10% +$37K 0.23% 116
2026
Q1 		$385K Buy
+10,460
New +$390K 0.25% 108

Other funds holding USHY

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bricktown Capital
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
EWA
ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return
Stockman Wealth Management
Stockman Wealth Management Billings, Montana $960M AUM 19.88% 1-Year Est. Return

PUREfi Wealth's USHY Position: Q3 2026 in Review

PUREfi Wealth increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 26% in Q3 2026, buying an estimated $110K and bringing the position to 14,460 shares worth $517K. The position accounts for 0.24% of the portfolio, ranked #97.

PUREfi Wealth first reported a position in USHY in Q1 2026 and has held it in 3 quarters since. 230 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

  • PUREfi Wealth held 14,460 shares of iShares Broad USD High Yield Corporate Bond ETF worth $517K as of Q3 2026.
  • PUREfi Wealth bought 3,000 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $110K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.24% of PUREfi Wealth's portfolio in Q3 2026, its #97 holding.
  • PUREfi Wealth first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 230 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.