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

SWS 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	$3.7M	Buy	99,938 +2,927	+3%	+$108K	0.8%	39
2026 Q1	$3.57M	Sell	97,011 -794	-0.8%	-$29.6K	0.88%	36
2025 Q4	$3.66M	Buy	97,805 +1,861	+2%	+$69.7K	0.88%	36
2025 Q3	$3.62M	Buy	95,944 +10,241	+12%	+$384K	0.88%	33
2025 Q2	$3.21M	Buy	85,703 +91	+0.1%	+$3.34K	0.87%	37
2025 Q1	$3.15M	Sell	85,612 -2,021	-2%	-$74.9K	1.03%	29
2024 Q4	$3.22M	Buy	87,633 +19,688	+29%	+$732K	0.98%	28
2024 Q3	$2.56M	Sell	67,945 -5,000	-7%	-$185K	0.81%	41
2024 Q2	$2.65M	Buy	72,945 +2,042	+3%	+$73.8K	0.79%	44
2024 Q1	$2.59M	Buy	70,903 +522	+0.7%	+$19K	0.78%	47
2023 Q4	$2.56M	Buy	70,381 +5,004	+8%	+$175K	0.83%	46
2023 Q3	$2.27M	Buy	65,377 +28	+0%	+$984	0.84%	52
2023 Q2	$2.31M	Sell	65,349 -106	-0.2%	-$3.72K	0.83%	51
2023 Q1	$2.33M	Sell	65,455 -3,864	-6%	-$136K	0.87%	48
2022 Q4	$2.39M	Buy	69,319 +1,412	+2%	+$48.8K	1.14%	33
2022 Q3	$2.28M	Buy	+67,907	New	+$2.41M	1.06%	33
2020 Q2	–	Sell	-64,476	Closed	-$2.29M	–	114
2020 Q1	$2.29M	Buy	+64,476	New	+$2.55M	1.64%	16
2019 Q3	$2.91M	Buy	+71,562	New	+$2.92M	1.72%	13

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

SWS Partners's USHY Position: Q2 2026 in Review

SWS Partners increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 3% in Q2 2026, buying an estimated $108K and bringing the position to 99,938 shares worth $3.7M. The position accounts for 0.8% of the portfolio, ranked #39.

SWS Partners first reported a position in USHY in Q3 2019 and has held it in 18 quarters since. 669 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

SWS Partners held 99,938 shares of iShares Broad USD High Yield Corporate Bond ETF worth $3.7M as of Q2 2026.
SWS Partners bought 2,927 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $108K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.8% of SWS Partners's portfolio in Q2 2026, its #39 holding.
SWS Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2019 and has held it in 18 quarters since.
669 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

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