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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
Q3 		$21.4M Buy
600,801
+69,180
+13% +$2.54M 0.51% 32
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

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Wedmont Private Capital's USHY Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 13% in Q3 2026, buying an estimated $2.54M and bringing the position to 600,801 shares worth $21.4M. The position accounts for 0.51% of the portfolio, ranked #32.

Wedmont Private Capital first reported a position in USHY in Q4 2021 and has held it in 20 quarters since. 39 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

  • Wedmont Private Capital held 600,801 shares of iShares Broad USD High Yield Corporate Bond ETF worth $21.4M as of Q3 2026.
  • Wedmont Private Capital bought 69,180 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $2.54M.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.51% of Wedmont Private Capital's portfolio in Q3 2026, its #32 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 20 quarters since.
  • 39 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.