Western Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Western Wealth Management’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	$355K	Sell	9,624 -9,747	-50%	-$363K	0.01%	740
2025 Q4	$724K	Buy	+19,371	New	+$725K	0.03%	426
2024 Q1	–	Sell	-5,613	Closed	-$204K	–	727
2023 Q4	$204K	Buy	+5,613	New	+$197K	0.01%	659
2022 Q4	–	Sell	-12,407	Closed	-$416K	–	791
2022 Q3	$416K	Sell	12,407 -3,405	-22%	-$121K	0.02%	548
2022 Q2	$546K	Buy	15,812 +1,040	+7%	+$38.1K	0.03%	450
2022 Q1	$574K	Sell	14,772 -18,055	-55%	-$713K	0.03%	489
2021 Q4	$1.35M	Buy	+32,827	New	+$1.35M	0.13%	158
2021 Q2	$1.19M	Buy	28,575 +13,215	+86%	+$546K	0.12%	181
2021 Q1	$633K	Sell	15,360 -508	-3%	-$20.9K	0.09%	237
2020 Q4	$655K	Sell	15,868 -12,507	-44%	-$504K	0.1%	209
2020 Q3	$1.12M	Buy	28,375 +560	+2%	+$22.1K	0.18%	128
2020 Q2	$1.06M	Sell	27,815 -2,394	-8%	-$89.4K	0.19%	124
2020 Q1	$1.07M	Buy	30,209 +12,776	+73%	+$505K	0.25%	97
2019 Q4	$717K	Sell	17,433 -4,303	-20%	-$175K	0.11%	182
2019 Q3	$893K	Buy	+21,736	New	+$887K	0.19%	129

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

Western Wealth Management's USHY Position: Q1 2026 in Review

Western Wealth Management reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 50% in Q1 2026, selling an estimated $363K and leaving 9,624 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #740.

Western Wealth Management first reported a position in USHY in Q3 2019 and has held it in 15 quarters since. The position peaked at $1.35M in Q4 2021. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Western Wealth Management held 9,624 shares of iShares Broad USD High Yield Corporate Bond ETF worth $355K as of Q1 2026.
Western Wealth Management sold 9,747 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $363K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #740 holding.
Western Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2019 and has held it in 15 quarters since.
Western Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.35M in Q4 2021.
648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.