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 Q2	$519K	Sell	14,015 -138	-1%	-$5.11K	0.01%	493
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 $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

WCG Wealth Advisors's USHY Position: Q2 2026 in Review

WCG Wealth Advisors reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 0.98% in Q2 2026, selling an estimated $5.11K and leaving 14,015 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #493.

WCG Wealth Advisors first reported a position in USHY in Q2 2022 and has held it in 6 quarters since. The position peaked at $521K in Q1 2026. 676 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

WCG Wealth Advisors held 14,015 shares of iShares Broad USD High Yield Corporate Bond ETF worth $519K as of Q2 2026.
WCG Wealth Advisors sold 138 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $5.11K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #493 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 6 quarters since.
WCG Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $521K in Q1 2026.
676 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.