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

Syntegra Private 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 Q2	$284K	Sell	7,664 -1,898	-20%	-$70.3K	0.02%	168
2026 Q1	$352K	Sell	9,562 -185	-2%	-$6.9K	0.03%	141
2025 Q4	$364K	Sell	9,747 -851	-8%	-$31.9K	0.03%	137
2025 Q3	$400K	Buy	10,598 +15	+0.1%	+$562	0.04%	128
2025 Q2	$397K	Sell	10,583 -2	-0%	-$73	0.04%	120
2025 Q1	$390K	Hold	10,585	–	–	0.05%	105
2024 Q4	$389K	Sell	10,585 -443	-4%	-$16.5K	0.04%	99
2024 Q3	$415K	Buy	11,028 +8	+0.1%	+$296	0.05%	99
2024 Q2	$400K	Sell	11,020 -443	-4%	-$16K	0.05%	91
2024 Q1	$419K	Sell	11,463 -9	-0.1%	-$327	0.05%	85
2023 Q4	$417K	Hold	11,472	–	–	0.06%	75
2023 Q3	$398K	Hold	11,472	–	–	0.06%	77
2023 Q2	$405K	Sell	11,472 -4,244	-27%	-$149K	0.06%	82
2023 Q1	$559K	Buy	15,716 +842	+6%	+$29.6K	0.1%	61
2022 Q4	$514K	Buy	+14,874	New	+$514K	0.1%	56

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

Syntegra Private Wealth Group's USHY Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 20% in Q2 2026, selling an estimated $70.3K and leaving 7,664 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #168.

Syntegra Private Wealth Group first reported a position in USHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $559K in Q1 2023. 674 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Syntegra Private Wealth Group held 7,664 shares of iShares Broad USD High Yield Corporate Bond ETF worth $284K as of Q2 2026.
Syntegra Private Wealth Group sold 1,898 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $70.3K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.02% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #168 holding.
Syntegra Private Wealth Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Syntegra Private Wealth Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $559K in Q1 2023.
674 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.