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

Triad Wealth 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 		$1.45M Buy
39,552
+29,033
+276% +$1.07M 0.09% 154
2026
Q1 		$388K Buy
+10,519
New +$392K 0.03% 336
2024
Q3 		– Sell
-543
Closed -$19.7K – 876
2024
Q2 		$19.7K Buy
+543
New +$19.6K 0.01% 351

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Triad Wealth Partners's USHY Position: Q2 2026 in Review

Triad Wealth Partners increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 276% in Q2 2026, buying an estimated $1.07M and bringing the position to 39,552 shares worth $1.45M. The position accounts for 0.09% of the portfolio, ranked #154.

Triad Wealth Partners first reported a position in USHY in Q2 2024 and has held it in 3 quarters since. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Triad Wealth Partners held 39,552 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.45M as of Q2 2026.
  • Triad Wealth Partners bought 29,033 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.07M.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.09% of Triad Wealth Partners's portfolio in Q2 2026, its #154 holding.
  • Triad Wealth Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • 672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.