Winch Advisory Services’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Winch Advisory Services’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	$966K	Buy	26,086 +257	+1%	+$9.51K	0.2%	56
2026 Q1	$952K	Buy	25,829 +913	+4%	+$34K	0.22%	57
2025 Q4	$932K	Buy	24,916 +553	+2%	+$20.7K	0.21%	53
2025 Q3	$920K	Buy	24,363 +1,046	+4%	+$39.2K	0.21%	54
2025 Q2	$875K	Sell	23,317 -758	-3%	-$27.8K	0.21%	49
2025 Q1	$886K	Sell	24,075 -3,171	-12%	-$118K	0.23%	48
2024 Q4	$1M	Buy	27,246 +2,442	+10%	+$90.8K	0.26%	46
2024 Q3	$934K	Buy	24,804 +2,550	+11%	+$94.2K	0.26%	46
2024 Q2	$807K	Buy	22,254 +7,342	+49%	+$265K	0.23%	49
2024 Q1	$546K	Buy	14,912 +11,273	+310%	+$410K	0.17%	54
2023 Q4	$132K	Buy	3,639 +2,605	+252%	+$91.3K	0.04%	96
2023 Q3	$36K	Buy	+1,034	New	+$36.3K	0.01%	161

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

Winch Advisory Services's USHY Position: Q2 2026 in Review

Winch Advisory Services increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 1% in Q2 2026, buying an estimated $9.51K and bringing the position to 26,086 shares worth $966K. The position accounts for 0.2% of the portfolio, ranked #56.

Winch Advisory Services first reported a position in USHY in Q3 2023 and has held it in 12 quarters since. The position peaked at $1M in Q4 2024. 669 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Winch Advisory Services held 26,086 shares of iShares Broad USD High Yield Corporate Bond ETF worth $966K as of Q2 2026.
Winch Advisory Services bought 257 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $9.51K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.2% of Winch Advisory Services's portfolio in Q2 2026, its #56 holding.
Winch Advisory Services first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Winch Advisory Services's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1M in Q4 2024.
669 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.