Advyzon Investment Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Advyzon Investment 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	$425K	Buy	11,480 +3,543	+45%	+$131K	0.03%	526
2026 Q1	$292K	Sell	7,937 -2,268	-22%	-$84.6K	0.03%	541
2025 Q4	$382K	Sell	10,205 -4,529	-31%	-$170K	0.04%	386
2025 Q3	$557K	Buy	14,734 +1,102	+8%	+$41.3K	0.1%	205
2025 Q2	$511K	Buy	13,632 +4,409	+48%	+$162K	0.11%	180
2025 Q1	$339K	Buy	9,223 +731	+9%	+$27.1K	0.12%	152
2024 Q4	$312K	Buy	+8,492	New	+$316K	0.12%	157

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

Advyzon Investment Management's USHY Position: Q2 2026 in Review

Advyzon Investment Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 45% in Q2 2026, buying an estimated $131K and bringing the position to 11,480 shares worth $425K. The position accounts for 0.03% of the portfolio, ranked #526.

Advyzon Investment Management first reported a position in USHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $557K in Q3 2025. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Advyzon Investment Management held 11,480 shares of iShares Broad USD High Yield Corporate Bond ETF worth $425K as of Q2 2026.
Advyzon Investment Management bought 3,543 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $131K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #526 holding.
Advyzon Investment Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $557K in Q3 2025.
668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.