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

Robertson Stephens Wealth 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	$1M	Buy	27,111 +12,798	+89%	+$474K	0.02%	316
2026 Q1	$527K	Sell	14,313 -1,410	-9%	-$52.6K	0.01%	410
2025 Q4	$588K	Buy	15,723 +9,068	+136%	+$340K	0.02%	394
2025 Q3	$251K	Sell	6,655 -71,820	-92%	-$2.69M	0.01%	475
2025 Q2	$2.94M	Buy	+78,475	New	+$2.88M	0.09%	145
2025 Q1	–	Sell	-111,064	Closed	-$4.09M	–	592
2024 Q4	$4.09M	Buy	111,064 +105,497	+1,895%	+$3.92M	0.14%	129
2024 Q3	$210K	Sell	5,567 -46,756	-89%	-$1.73M	0.01%	598
2024 Q2	$1.9M	Sell	52,323 -3,817	-7%	-$138K	0.1%	153
2024 Q1	$2.05M	Sell	56,140 -22,459	-29%	-$816K	0.11%	154
2023 Q4	$2.86M	Sell	78,599 -58,199	-43%	-$2.04M	0.17%	110
2023 Q3	$4.75M	Buy	136,798 +92,011	+205%	+$3.23M	0.32%	68
2023 Q2	$1.58M	Buy	44,787 +5,352	+14%	+$188K	0.11%	155
2023 Q1	$1.4M	Sell	39,435 -8,097	-17%	-$285K	0.11%	161
2022 Q4	$1.64M	Buy	+47,532	New	+$1.64M	0.16%	130

Other funds holding USHY

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robertson Stephens Wealth Management's USHY Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 89% in Q2 2026, buying an estimated $474K and bringing the position to 27,111 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #316.

Robertson Stephens Wealth Management first reported a position in USHY in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.75M in Q3 2023. 273 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Robertson Stephens Wealth Management held 27,111 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1M as of Q2 2026.
Robertson Stephens Wealth Management bought 12,798 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $474K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #316 holding.
Robertson Stephens Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Robertson Stephens Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $4.75M in Q3 2023.
273 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.