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

Spire 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 		$2.48K Hold
67
– – ﹤0.01% 1966
2026
Q1 		$2.47K Hold
67
– – ﹤0.01% 2000
2025
Q4 		$2.5K Sell
67
-67
-50% -$2.51K ﹤0.01% 2054
2025
Q3 		$5.06K Hold
134
– – ﹤0.01% 1953
2025
Q2 		$5.03K Sell
134
-378
-74% -$13.9K ﹤0.01% 1941
2025
Q1 		$18.8K Buy
512
+141
+38% +$5.23K ﹤0.01% 1630
2024
Q4 		$13.6K Hold
371
– – ﹤0.01% 1751
2024
Q3 		$14K Sell
371
-287
-44% -$10.6K ﹤0.01% 1544
2024
Q2 		$23.9K Sell
658
-17
-3% -$615 ﹤0.01% 1380
2024
Q1 		$24.7K Sell
675
-25
-4% -$909 ﹤0.01% 1441
2023
Q4 		$25.4K Hold
700
– – ﹤0.01% 1453
2023
Q3 		$24.3K Sell
700
-142
-17% -$4.99K ﹤0.01% 1430
2023
Q2 		$29.7K Sell
842
-826
-50% -$29K ﹤0.01% 1415
2023
Q1 		$59.3K Buy
1,668
+350
+27% +$12.3K ﹤0.01% 1132
2022
Q4 		$46K Buy
1,318
+693
+111% +$23.9K ﹤0.01% 1020
2022
Q3 		$21K Sell
625
-87
-12% -$3.09K ﹤0.01% 1324
2022
Q2 		$25K Sell
712
-30,154
-98% -$1.11M ﹤0.01% 1580
2022
Q1 		$1.2M Buy
30,866
+18,617
+152% +$736K 0.03% 355
2021
Q4 		$505K Sell
12,249
-664
-5% -$27.3K 0.01% 701
2021
Q3 		$536K Buy
12,913
+11,649
+922% +$484K 0.01% 566
2021
Q2 		$53K Sell
1,264
-151
-11% -$6.24K ﹤0.01% 1457
2021
Q1 		$58K Buy
+1,415
New +$58.2K ﹤0.01% 1654

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Spire Wealth Management held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q2 2026 at 67 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1966.

Spire Wealth Management first reported a position in USHY in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.2M in Q1 2022. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Spire Wealth Management held 67 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2.48K as of Q2 2026.
  • Spire Wealth Management left its iShares Broad USD High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1966 holding.
  • Spire Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.2M in Q1 2022.
  • 668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.