Wetzel Investment Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Wetzel Investment 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	$1.03M	Sell	27,779 -7,399	-21%	-$274K	0.36%	47
2026 Q1	$1.3M	Buy	35,178 +1,516	+5%	+$56.5K	0.52%	37
2025 Q4	$1.26M	Sell	33,662 -2,158	-6%	-$80.8K	0.51%	37
2025 Q3	$1.35M	Sell	35,820 -3,520	-9%	-$132K	0.58%	32
2025 Q2	$1.48M	Sell	39,340 -63,955	-62%	-$2.35M	0.67%	28
2025 Q1	$3.8M	Buy	103,295 +14,222	+16%	+$527K	1.92%	16
2024 Q4	$3.28M	Buy	89,073 +7,497	+9%	+$279K	1.63%	21
2024 Q3	$3.07M	Buy	81,576 +52,291	+179%	+$1.93M	1.54%	21
2024 Q2	$1.07M	Buy	29,285 +881	+3%	+$31.9K	0.61%	33
2024 Q1	$1.01M	Buy	28,404 +887	+3%	+$32.2K	0.6%	34
2023 Q4	$1M	Buy	+27,517	New	+$965K	0.61%	31

Other funds holding USHY

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Wetzel Investment Advisors's USHY Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 21% in Q2 2026, selling an estimated $274K and leaving 27,779 shares worth $1.03M. The position accounts for 0.36% of the portfolio, ranked #47.

Wetzel Investment Advisors first reported a position in USHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.8M in Q1 2025. 181 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Wetzel Investment Advisors held 27,779 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.03M as of Q2 2026.
Wetzel Investment Advisors sold 7,399 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $274K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.36% of Wetzel Investment Advisors's portfolio in Q2 2026, its #47 holding.
Wetzel Investment Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $3.8M in Q1 2025.
181 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.