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Arkadios Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Arkadios Wealth Advisors’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 		$917K Buy
24,765
+14,343
+138% +$531K 0.01% 839
2026
Q1 		$384K Sell
10,422
-13,739
-57% -$512K 0.01% 1232
2025
Q4 		$903K Sell
24,161
-934
-4% -$35K 0.02% 740
2025
Q3 		$948K Sell
25,095
-1,529
-6% -$57.3K 0.02% 662
2025
Q2 		$999K Buy
26,624
+14,960
+128% +$549K 0.03% 574
2025
Q1 		$429K Sell
11,664
-10,474
-47% -$388K 0.02% 759
2024
Q4 		$814K Buy
22,138
+3,028
+16% +$113K 0.04% 383
2024
Q3 		$720K Buy
19,110
+9,167
+92% +$339K 0.04% 414
2024
Q2 		$361K Buy
+9,943
New +$360K 0.02% 574
2022
Q4 		– Sell
-11,194
Closed -$376K – 589
2022
Q3 		$376K Sell
11,194
-454
-4% -$16.1K 0.06% 330
2022
Q2 		$403K Buy
11,648
+138
+1% +$5.06K 0.06% 334
2022
Q1 		$447K Sell
11,510
-135
-1% -$5.33K 0.06% 338
2021
Q4 		$480K Sell
11,645
-208
-2% -$8.55K 0.06% 337
2021
Q3 		$491K Buy
11,853
+325
+3% +$13.5K 0.07% 293
2021
Q2 		$480K Buy
11,528
+1,235
+12% +$51K 0.06% 340
2021
Q1 		$423K Buy
+10,293
New +$424K 0.07% 280
2020
Q1 		– Sell
-6
Closed -$250 – 1303
2019
Q4 		$250 Buy
+6
New +$244 ﹤0.01% 961

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arkadios Wealth Advisors's USHY Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 138% in Q2 2026, buying an estimated $531K and bringing the position to 24,765 shares worth $917K. The position accounts for 0.01% of the portfolio, ranked #839.

Arkadios Wealth Advisors first reported a position in USHY in Q4 2019 and has held it in 17 quarters since. The position peaked at $999K in Q2 2025. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Arkadios Wealth Advisors held 24,765 shares of iShares Broad USD High Yield Corporate Bond ETF worth $917K as of Q2 2026.
  • Arkadios Wealth Advisors bought 14,343 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $531K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #839 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2019 and has held it in 17 quarters since.
  • Arkadios Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $999K in Q2 2025.
  • 672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.