Wedmont Private Capital’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Wedmont Private Capital’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	$19.6M	Buy	531,621 +48,872	+10%	+$1.81M	0.54%	28
2026 Q1	$17.9M	Buy	482,749 +40,841	+9%	+$1.52M	0.58%	27
2025 Q4	$16.6M	Buy	441,908 +19,256	+5%	+$721K	0.58%	25
2025 Q3	$15.9M	Buy	422,652 +16,191	+4%	+$607K	0.59%	27
2025 Q2	$15.2M	Sell	406,461 -3,283	-0.8%	-$120K	0.65%	25
2025 Q1	$14.6M	Buy	409,744 +13,624	+3%	+$505K	0.75%	22
2024 Q4	$14.5M	Buy	396,120 +18,962	+5%	+$705K	0.77%	23
2024 Q3	$14M	Buy	377,158 +23,154	+7%	+$855K	0.8%	21
2024 Q2	$13M	Buy	354,004 +24,209	+7%	+$875K	0.82%	19
2024 Q1	$12M	Buy	329,795 +20,387	+7%	+$741K	0.87%	20
2023 Q4	$11.2M	Buy	309,408 +43,599	+16%	+$1.53M	0.92%	19
2023 Q3	$9.16M	Buy	265,809 +40,130	+18%	+$1.41M	0.93%	18
2023 Q2	$7.97M	Buy	225,679 +36,565	+19%	+$1.28M	0.86%	18
2023 Q1	$6.65M	Buy	189,114 +26,382	+16%	+$928K	0.88%	16
2022 Q4	$5.76M	Buy	162,732 +32,832	+25%	+$1.13M	0.86%	17
2022 Q3	$4.37M	Buy	129,900 +6,437	+5%	+$229K	0.88%	21
2022 Q2	$4.27M	Buy	123,463 +25,951	+27%	+$951K	0.92%	19
2022 Q1	$3.79M	Buy	97,512 +15,119	+18%	+$597K	0.85%	20
2021 Q4	$3.36M	Buy	+82,393	New	+$3.39M	1.04%	17

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

Wedmont Private Capital's USHY Position: Q2 2026 in Review

Wedmont Private Capital increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 10% in Q2 2026, buying an estimated $1.81M and bringing the position to 531,621 shares worth $19.6M. The position accounts for 0.54% of the portfolio, ranked #28.

Wedmont Private Capital first reported a position in USHY in Q4 2021 and has held it in 19 quarters since. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Wedmont Private Capital held 531,621 shares of iShares Broad USD High Yield Corporate Bond ETF worth $19.6M as of Q2 2026.
Wedmont Private Capital bought 48,872 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.81M.
iShares Broad USD High Yield Corporate Bond ETF made up 0.54% of Wedmont Private Capital's portfolio in Q2 2026, its #28 holding.
Wedmont Private Capital first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.