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

RVW 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	$677K	Hold	18,951	–	–	0.04%	102
2026 Q2	$702K	Hold	18,951	–	–	0.05%	94
2026 Q1	$698K	Sell	18,951 -700	-4%	-$26.1K	0.05%	89
2025 Q4	$735K	Sell	19,651 -850	-4%	-$31.8K	0.06%	89
2025 Q3	$775K	Sell	20,501 -536	-3%	-$20.1K	0.06%	87
2025 Q2	$789K	Hold	21,037	–	–	0.07%	78
2025 Q1	$774K	Sell	21,037 -1,259	-6%	-$46.7K	0.07%	73
2024 Q4	$820K	Sell	22,296 -2,878	-11%	-$107K	0.08%	67
2024 Q3	$948K	Hold	25,174	–	–	0.09%	69
2024 Q2	$913K	Sell	25,174 -3,233	-11%	-$117K	0.09%	66
2024 Q1	$1.04M	Sell	28,407 -3,098	-10%	-$113K	0.11%	66
2023 Q4	$1.15M	Hold	31,505	–	–	0.13%	66
2023 Q3	$1.09M	Sell	31,505 -3,239	-9%	-$114K	0.13%	62
2023 Q2	$1.23M	Sell	34,744 -3,423	-9%	-$120K	0.14%	63
2023 Q1	$1.36M	Sell	38,167 -21,907	-36%	-$770K	0.17%	61
2022 Q4	$2.07M	Buy	60,074 +158	+0.3%	+$5.46K	0.26%	45
2022 Q3	$2.01M	Buy	+59,916	New	+$2.13M	0.28%	55

Other funds holding USHY

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

RVW Wealth's USHY Position: Q3 2026 in Review

RVW Wealth held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q3 2026 at 18,951 shares worth $677K. The position accounts for 0.04% of the portfolio, ranked #102.

RVW Wealth first reported a position in USHY in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.07M in Q4 2022. 392 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

RVW Wealth held 18,951 shares of iShares Broad USD High Yield Corporate Bond ETF worth $677K as of Q3 2026.
RVW Wealth left its iShares Broad USD High Yield Corporate Bond ETF share count unchanged in Q3 2026.
iShares Broad USD High Yield Corporate Bond ETF made up 0.04% of RVW Wealth's portfolio in Q3 2026, its #102 holding.
RVW Wealth first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2022 and has held it in 17 quarters since.
RVW Wealth's iShares Broad USD High Yield Corporate Bond ETF position peaked at $2.07M in Q4 2022.
392 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.