WCG Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

WCG Wealth 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 Q1	$521K	Buy	+14,153	New	+$528K	0.01%	454
2024 Q2	–	Sell	-10,305	Closed	-$377K	–	305
2024 Q1	$377K	Buy	+10,305	New	+$375K	0.03%	236
2023 Q1	–	Sell	-12,149	Closed	-$420K	–	169
2022 Q4	$420K	Sell	12,149 -125	-1%	-$4.32K	0.06%	143
2022 Q3	$413K	Buy	12,274 +1,051	+9%	+$37.4K	0.05%	199
2022 Q2	$389K	Buy	+11,223	New	+$411K	0.05%	188

Other funds holding USHY

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WCG Wealth Advisors's USHY Position: Q1 2026 in Review

WCG Wealth Advisors opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2026: 14,153 shares worth $521K. The stake represents 0.01% of the portfolio and ranks #454 among its holdings. This is a return to the name: WCG Wealth Advisors previously reported a position in USHY as recently as Q1 2024.

WCG Wealth Advisors first reported a position in USHY in Q2 2022 and has held it in 5 quarters since. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

WCG Wealth Advisors held 14,153 shares of iShares Broad USD High Yield Corporate Bond ETF worth $521K as of Q1 2026.
iShares Broad USD High Yield Corporate Bond ETF was a new WCG Wealth Advisors position in Q1 2026.
iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q1 2026, its #454 holding.
WCG Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2022 and has held it in 5 quarters since.
648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.