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

Selective 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	–	Sell	-5,451	Closed	-$202K	–	140
2026 Q1	$202K	Buy	+5,451	New	+$203K	0.06%	118
2022 Q4	–	Sell	-13	Closed	–	–	688
2022 Q3	$0	Hold	13	–	–	﹤0.01%	835
2022 Q2	$0	Hold	13	–	–	﹤0.01%	829
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	701
2021 Q4	$1K	Buy	+13	New	+$535	﹤0.01%	646

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

Selective Wealth Management's USHY Position: Q2 2026 in Review

Selective Wealth Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2026, closing a stake of 5,451 shares — an estimated $202K sold.

Selective Wealth Management first reported a position in USHY in Q4 2021 and held it in 5 quarters. The position peaked at $202K in Q1 2026. 265 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Selective Wealth Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Selective Wealth Management sold 5,451 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $202K.
Selective Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
Selective Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $202K in Q1 2026.
265 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.