Twele Capital Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Twele Capital Management’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	$6.86M	Buy	185,359 +49,827	+37%	+$1.84M	1.12%	18
2026 Q1	$4.99M	Buy	135,532 +28,927	+27%	+$1.08M	0.89%	18
2025 Q4	$3.99M	Buy	106,605 +13,837	+15%	+$518K	0.71%	18
2025 Q3	$3.5M	Buy	92,768 +50,138	+118%	+$1.88M	0.65%	18
2025 Q2	$1.6M	Hold	42,630	–	–	0.32%	22
2025 Q1	$1.57M	Sell	42,630 -17	-0%	-$630	0.33%	22
2024 Q4	$1.57M	Buy	42,647 +20,700	+94%	+$770K	0.33%	22
2024 Q3	$826K	Buy	21,947 +7,780	+55%	+$287K	0.17%	26
2024 Q2	$514K	Buy	+14,167	New	+$512K	0.12%	32

Other funds holding USHY

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return