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USHYUSHY
18 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES BROAD USD HIGH YIELD

AXXCESS WEALTH MANAGEMENT, LLC holds 1.1M shares of USHY (ISHARES BROAD USD HIGH YIELD), worth $40.9M as of 2026-Q2. This is a new position. USHY represents 0.7% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$40.9M

Current Shares

1.1M

Total Value Change

+$40.3M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
1.1M
-
$40.9M0.7%$36.60
57
2026-Q1
Exited
0
-100.0%
$00.0%$35.80
0
2025-Q4
Increased
1M
+11.7%
$38.1M0.7%$35.93
46
2025-Q3
Increased
913,369
+4.7%
$34.5M0.7%$36.74
43
2025-Q2
Decreased
872,245
-2.0%
$32.7M0.8%$35.74
0
2025-Q1
Decreased
889,962
-2.6%
$32.8M0.9%$34.54
0
2024-Q4
Increased
913,905
+1.0%
$33.6M0.8%$34.16
41
2024-Q3
Increased
904,878
+2.8%
$34.1M0.8%$34.20
42
2024-Q2
Increased
880,517
+0.8%
$31.9M0.8%$32.39
41
2024-Q1
Increased
873,393
+2.8%
$32M0.9%$32.10
42
2023-Q4
Decreased
849,923
-2.6%
$30.9M0.9%$31.51
0
2023-Q3
Increased
872,433
+9131.1%
$30.3M1.0%$29.42
73
2023-Q2
Decreased
9,451
-14.2%
$333,6200.0%$29.27
0
2023-Q1
Increased
11,019
+1.3%
$391,7250.0%$28.16
24
2022-Q4
Increased
10,875
+31.1%
$375,5140.0%$27.01
30
2022-Q3
New
8,298
-
$279,0000.0%$26.80
32
2022-Q1
Exited
0
-100.0%
$00.0%$30.02
0
2021-Q4
New
15,000
-
$618,0000.0%$31.45
34

Other major holders of USHY: JONES FINANCIAL COMPANIES LLLP, PRUDENTIAL PLC

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