Windsor Capital Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Windsor Capital 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	$2.2M	Buy	59,375 +6,798	+13%	+$252K	0.57%	35
2026 Q1	$1.94M	Buy	52,577 +10,146	+24%	+$378K	0.55%	35
2025 Q4	$1.59M	Buy	42,431 +3,203	+8%	+$120K	0.44%	41
2025 Q3	$1.48M	Buy	39,228 +5,821	+17%	+$218K	0.41%	41
2025 Q2	$1.25M	Buy	33,407 +5,509	+20%	+$202K	0.37%	46
2025 Q1	$1.03M	Buy	27,898 +5,066	+22%	+$188K	0.32%	52
2024 Q4	$840K	Buy	22,832 +4,098	+22%	+$152K	0.25%	61
2024 Q3	$705K	Buy	18,734 +7,235	+63%	+$267K	0.2%	65
2024 Q2	$417K	Buy	+11,499	New	+$416K	0.13%	88

Other funds holding USHY

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Windsor Capital Management's USHY Position: Q2 2026 in Review

Windsor Capital Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 13% in Q2 2026, buying an estimated $252K and bringing the position to 59,375 shares worth $2.2M. The position accounts for 0.57% of the portfolio, ranked #35.

Windsor Capital Management first reported a position in USHY in Q2 2024 and has held it in 9 quarters since. 273 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Windsor Capital Management held 59,375 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2.2M as of Q2 2026.
Windsor Capital Management bought 6,798 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $252K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.57% of Windsor Capital Management's portfolio in Q2 2026, its #35 holding.
Windsor Capital Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
273 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.