Two West Capital Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Two West Capital 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	–	Sell	-6,950	Closed	-$258K	–	109
2026 Q1	$258K	Sell	6,950 -914	-12%	-$34.1K	0.14%	89
2025 Q4	$294K	Buy	7,864 +1,934	+33%	+$72.4K	0.17%	80
2025 Q3	$224K	Buy	5,930 +29	+0.5%	+$1.09K	0.14%	91
2025 Q2	$221K	Sell	5,901 -124	-2%	-$4.55K	0.14%	85
2025 Q1	$215K	Buy	+6,025	New	+$223K	0.18%	70

Other funds holding USHY

OPAM

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

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

FMP

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

WPC

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

Two West Capital Advisors's USHY Position: Q2 2026 in Review

Two West Capital Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2026, closing a stake of 6,950 shares — an estimated $258K sold.

Two West Capital Advisors first reported a position in USHY in Q1 2025 and held it in 5 quarters. The position peaked at $294K in Q4 2025. 180 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Two West Capital Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Two West Capital Advisors sold 6,950 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $258K.
Two West Capital Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2025 and held it in 5 quarters.
Two West Capital Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $294K in Q4 2025.
180 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.