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

Avantax Advisory Services’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
2025 Q2	$1.35M	Buy	36,105 +12,113	+50%	+$444K	0.01%	991
2025 Q1	$883K	Sell	23,992 -97,061	-80%	-$3.6M	0.01%	1163
2024 Q4	$4.45M	Buy	121,053 +94,710	+360%	+$3.52M	0.03%	438
2024 Q3	$992K	Sell	26,343 -58,227	-69%	-$2.15M	0.01%	1027
2024 Q2	$3.07M	Buy	84,570 +44,185	+109%	+$1.6M	0.02%	517
2024 Q1	$1.48M	Buy	40,385 +12,070	+43%	+$439K	0.01%	629
2023 Q4	$1.03M	Buy	28,315 +12,202	+76%	+$428K	0.01%	703
2023 Q3	$559K	Buy	16,113 +3,580	+29%	+$126K	0.01%	900
2023 Q2	$442K	Buy	12,533 +2,209	+21%	+$77.5K	0.01%	996
2023 Q1	$367K	Buy	10,324 +848	+9%	+$29.8K	﹤0.01%	1041
2022 Q4	$327K	Buy	9,476 +2,366	+33%	+$81.8K	﹤0.01%	1057
2022 Q3	$239K	Buy	7,110 +117	+2%	+$4.16K	﹤0.01%	1121
2022 Q2	$242K	Sell	6,993 -231	-3%	-$8.47K	﹤0.01%	1116
2022 Q1	$285K	Buy	7,224 +155	+2%	+$6.13K	﹤0.01%	1028
2021 Q4	$291K	Buy	+7,069	New	+$291K	﹤0.01%	990

Other funds holding USHY

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avantax Advisory Services's USHY Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 50% in Q2 2025, buying an estimated $444K and bringing the position to 36,105 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #991.

Avantax Advisory Services first reported a position in USHY in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.45M in Q4 2024. 577 funds tracked by Wall St. Rank hold USHY as of Q2 2025.

Avantax Advisory Services held 36,105 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.35M as of Q2 2025.
Avantax Advisory Services bought 12,113 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2025, an estimated $444K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #991 holding.
Avantax Advisory Services first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and has held it in 15 quarters since.
Avantax Advisory Services's iShares Broad USD High Yield Corporate Bond ETF position peaked at $4.45M in Q4 2024.
577 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.