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

SHP 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	$571K	Buy	15,434 +987	+7%	+$36.5K	0.04%	164
2026 Q1	$532K	Sell	14,447 -1,464	-9%	-$54.6K	0.04%	144
2025 Q4	$595K	Buy	+15,911	New	+$596K	0.05%	129

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

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

SHP Wealth Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 6.8% in Q2 2026, buying an estimated $36.5K and bringing the position to 15,434 shares worth $571K. The position accounts for 0.04% of the portfolio, ranked #164.

SHP Wealth Management first reported a position in USHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $595K in Q4 2025. 675 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

SHP Wealth Management held 15,434 shares of iShares Broad USD High Yield Corporate Bond ETF worth $571K as of Q2 2026.
SHP Wealth Management bought 987 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $36.5K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.04% of SHP Wealth Management's portfolio in Q2 2026, its #164 holding.
SHP Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
SHP Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $595K in Q4 2025.
675 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.