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

Summit Wealth Group’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 Q1	$14.6M	Buy	396,549 +25,969	+7%	+$968K	3.35%	9
2025 Q4	$13.9M	Buy	370,580 +15,210	+4%	+$570K	3.24%	9
2025 Q3	$13.4M	Buy	355,370 +17,945	+5%	+$672K	3.25%	9
2025 Q2	$12.7M	Buy	337,425 +306,261	+983%	+$11.2M	3.25%	9
2025 Q1	$1.15M	Buy	31,164 +21,816	+233%	+$809K	0.34%	42
2024 Q4	$344K	Buy	+9,348	New	+$348K	0.1%	70
2023 Q2	–	Sell	-51,903	Closed	-$1K	–	248
2023 Q1	$1K	Buy	+51,903	New	+$1.83M	0.02%	147

Other funds holding USHY

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Wealth Group's USHY Position: Q1 2026 in Review

Summit Wealth Group increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 7% in Q1 2026, buying an estimated $968K and bringing the position to 396,549 shares worth $14.6M. The position accounts for 3.35% of the portfolio, ranked #9.

Summit Wealth Group first reported a position in USHY in Q1 2023 and has held it in 7 quarters since. 650 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Summit Wealth Group held 396,549 shares of iShares Broad USD High Yield Corporate Bond ETF worth $14.6M as of Q1 2026.
Summit Wealth Group bought 25,969 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $968K.
iShares Broad USD High Yield Corporate Bond ETF made up 3.35% of Summit Wealth Group's portfolio in Q1 2026, its #9 holding.
Summit Wealth Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2023 and has held it in 7 quarters since.
650 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.