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 Q2	$327K	Sell	8,840 -784	-8%	-$29K	0.01%	800
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 $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

Western Wealth Management's USHY Position: Q2 2026 in Review

Western Wealth Management reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 8.1% in Q2 2026, selling an estimated $29K and leaving 8,840 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #800.

Western Wealth Management first reported a position in USHY in Q3 2019 and has held it in 16 quarters since. The position peaked at $1.35M in Q4 2021. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Western Wealth Management held 8,840 shares of iShares Broad USD High Yield Corporate Bond ETF worth $327K as of Q2 2026.
Western Wealth Management sold 784 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $29K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #800 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 16 quarters since.
Western Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.35M in Q4 2021.
672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

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