XPN
USHY icon

XY Planning Network’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

XY Planning Network’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 		$1.25M Buy
33,791
+608
+2% +$22.5K 0.16% 124
2026
Q1 		$1.22M Buy
33,183
+798
+2% +$29.8K 0.19% 112
2025
Q4 		$1.21M Buy
+32,385
New +$1.21M 0.21% 110

Other funds holding USHY

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PL
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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BC
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

XY Planning Network's USHY Position: Q2 2026 in Review

XY Planning Network increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 1.8% in Q2 2026, buying an estimated $22.5K and bringing the position to 33,791 shares worth $1.25M. The position accounts for 0.16% of the portfolio, ranked #124.

XY Planning Network first reported a position in USHY in Q4 2025 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • XY Planning Network held 33,791 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.25M as of Q2 2026.
  • XY Planning Network bought 608 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $22.5K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.16% of XY Planning Network's portfolio in Q2 2026, its #124 holding.
  • XY Planning Network first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 180 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.