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

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

Twele Capital Management's USHY Position: Q2 2026 in Review

Twele Capital Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 37% in Q2 2026, buying an estimated $1.84M and bringing the position to 185,359 shares worth $6.86M. The position accounts for 1.12% of the portfolio, ranked #18.

Twele Capital Management first reported a position in USHY in Q2 2024 and has held it in 9 quarters since. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Twele Capital Management held 185,359 shares of iShares Broad USD High Yield Corporate Bond ETF worth $6.86M as of Q2 2026.
Twele Capital Management bought 49,827 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.84M.
iShares Broad USD High Yield Corporate Bond ETF made up 1.12% of Twele Capital Management's portfolio in Q2 2026, its #18 holding.
Twele Capital Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Twele Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.