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TCI Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

TCI Wealth Advisors’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 		$278K Buy
7,497
+986
+15% +$36.5K 0.01% 221
2026
Q1 		$240K Hold
6,511
– – 0.01% 219
2025
Q4 		$243K Sell
6,511
-373
-5% -$14K 0.01% 211
2025
Q3 		$260K Buy
+6,884
New +$258K 0.02% 207
2021
Q4 		– Sell
-73
Closed -$3K – 2532
2021
Q3 		$3K Buy
+73
New +$3.03K ﹤0.01% 2024

Other funds holding USHY

JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

TCI Wealth Advisors's USHY Position: Q2 2026 in Review

TCI Wealth Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 15% in Q2 2026, buying an estimated $36.5K and bringing the position to 7,497 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #221.

TCI Wealth Advisors first reported a position in USHY in Q3 2021 and has held it in 5 quarters since. 273 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • TCI Wealth Advisors held 7,497 shares of iShares Broad USD High Yield Corporate Bond ETF worth $278K as of Q2 2026.
  • TCI Wealth Advisors bought 986 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 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #221 holding.
  • TCI Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2021 and has held it in 5 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.