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

Advisory Alpha’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	$766K	Sell	20,700 -1,542	-7%	-$57.1K	0.02%	272
2026 Q1	$819K	Sell	22,242 -1,312	-6%	-$48.9K	0.02%	230
2025 Q4	$881K	Sell	23,554 -7,244	-24%	-$271K	0.02%	208
2025 Q3	$1.16M	Sell	30,798 -188	-0.6%	-$7.04K	0.03%	161
2025 Q2	$1.16M	Sell	30,986 -3,109	-9%	-$114K	0.04%	153
2025 Q1	$1.26M	Sell	34,095 -838	-2%	-$31.1K	0.04%	146
2024 Q4	$1.29M	Sell	34,933 -3,466	-9%	-$129K	0.05%	134
2024 Q3	$1.45M	Sell	38,399 -136,167	-78%	-$5.03M	0.05%	123
2024 Q2	$6.34M	Sell	174,566 -12,982	-7%	-$469K	0.25%	54
2024 Q1	$6.87M	Sell	187,548 -1,648,650	-90%	-$59.9M	0.28%	48
2023 Q4	$66.7M	Sell	1,836,198 -196,579	-10%	-$6.89M	3.06%	8
2023 Q3	$70.6M	Buy	2,032,777 +103,326	+5%	+$3.63M	3.63%	8
2023 Q2	$68.1M	Buy	1,929,451 +95,100	+5%	+$3.34M	3.5%	8
2023 Q1	$65.2M	Buy	1,834,351 +50,872	+3%	+$1.79M	4.14%	7
2022 Q4	$61.6M	Sell	1,783,479 -20,198	-1%	-$698K	4.36%	7
2022 Q3	$60.6M	Sell	1,803,677 -27,646	-2%	-$983K	4.62%	5
2022 Q2	$63.4M	Sell	1,831,323 -43,455	-2%	-$1.59M	4.77%	4
2022 Q1	$72.9M	Buy	1,874,778 +210,062	+13%	+$8.3M	4.71%	4
2021 Q4	$68.6M	Buy	1,664,716 +270,720	+19%	+$11.1M	4%	6
2021 Q3	$57.9M	Buy	1,393,996 +90,258	+7%	+$3.75M	4%	6
2021 Q2	$54.4M	Buy	+1,303,738	New	+$53.8M	4.46%	5

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

Advisory Alpha's USHY Position: Q2 2026 in Review

Advisory Alpha reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 6.9% in Q2 2026, selling an estimated $57.1K and leaving 20,700 shares worth $766K. The position accounts for 0.02% of the portfolio, ranked #272.

Advisory Alpha first reported a position in USHY in Q2 2021 and has held it in 21 quarters since. The position peaked at $72.9M in Q1 2022. 676 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Advisory Alpha held 20,700 shares of iShares Broad USD High Yield Corporate Bond ETF worth $766K as of Q2 2026.
Advisory Alpha sold 1,542 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $57.1K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.02% of Advisory Alpha's portfolio in Q2 2026, its #272 holding.
Advisory Alpha first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
Advisory Alpha's iShares Broad USD High Yield Corporate Bond ETF position peaked at $72.9M in Q1 2022.
676 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.