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Toth Financial Advisory’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Toth Financial Advisory’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
Q3 		$2.46K Buy
+69
New +$2.53K ﹤0.01% 763
2022
Q1 		– Sell
-157
Closed -$6K – 807
2021
Q4 		$6K Buy
+157
New +$6.46K ﹤0.01% 555

Other funds holding USHY

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Toth Financial Advisory's USHY Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2026: 69 shares worth $2.46K. The stake represents ﹤0.01% of the portfolio and ranks #763 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in USHY as recently as Q4 2021.

Toth Financial Advisory first reported a position in USHY in Q4 2021 and has held it in 2 quarters since. The position peaked at $6K in Q4 2021. 39 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

  • Toth Financial Advisory held 69 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2.46K as of Q3 2026.
  • iShares Broad USD High Yield Corporate Bond ETF was a new Toth Financial Advisory position in Q3 2026.
  • iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #763 holding.
  • Toth Financial Advisory first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and has held it in 2 quarters since.
  • Toth Financial Advisory's iShares Broad USD High Yield Corporate Bond ETF position peaked at $6K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.