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

Sagespring Wealth Partners’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	$3.02M	Sell	81,550 -7,204	-8%	-$267K	0.05%	173
2026 Q1	$3.27M	Sell	88,754 -5,559	-6%	-$207K	0.06%	149
2025 Q4	$3.53M	Sell	94,313 -438	-0.5%	-$16.4K	0.06%	142
2025 Q3	$3.58M	Sell	94,751 -68,529	-42%	-$2.57M	0.07%	137
2025 Q2	$6.12M	Sell	163,280 -16,291	-9%	-$597K	0.13%	89
2025 Q1	$6.61M	Sell	179,571 -44,133	-20%	-$1.64M	0.17%	71
2024 Q4	$8.23M	Buy	+223,704	New	+$8.32M	0.22%	55

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

Sagespring Wealth Partners's USHY Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 8.1% in Q2 2026, selling an estimated $267K and leaving 81,550 shares worth $3.02M. The position accounts for 0.05% of the portfolio, ranked #173.

Sagespring Wealth Partners first reported a position in USHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.23M in Q4 2024. 674 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Sagespring Wealth Partners held 81,550 shares of iShares Broad USD High Yield Corporate Bond ETF worth $3.02M as of Q2 2026.
Sagespring Wealth Partners sold 7,204 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $267K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.05% of Sagespring Wealth Partners's portfolio in Q2 2026, its #173 holding.
Sagespring Wealth Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $8.23M in Q4 2024.
674 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.