Baker Avenue Asset Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Baker Avenue Asset 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	$24.4M	Buy	659,551 +30,129	+5%	+$1.12M	0.46%	51
2026 Q1	$23.2M	Buy	629,422 +16,099	+3%	+$600K	0.52%	50
2025 Q4	$22.9M	Buy	613,323 +34,885	+6%	+$1.31M	0.53%	50
2025 Q3	$21.9M	Buy	578,438 +14,363	+3%	+$538K	0.52%	45
2025 Q2	$21.2M	Buy	564,075 +13,032	+2%	+$478K	0.6%	42
2025 Q1	$20.3M	Buy	551,043 +10,699	+2%	+$397K	0.64%	35
2024 Q4	$19.9M	Buy	540,344 +23,966	+5%	+$891K	0.61%	34
2024 Q3	$19.4M	Buy	516,378 +15,169	+3%	+$560K	0.62%	36
2024 Q2	$18.2M	Sell	501,209 -1,341	-0.3%	-$48.5K	0.62%	38
2024 Q1	$18.4M	Buy	502,550 +19,585	+4%	+$712K	0.72%	38
2023 Q4	$17.6M	Buy	+482,965	New	+$16.9M	0.77%	33
2023 Q1	–	Sell	-278	Closed	-$9.6K	–	1747
2022 Q4	$9.6K	Buy	+278	New	+$9.61K	﹤0.01%	714

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

Baker Avenue Asset Management's USHY Position: Q2 2026 in Review

Baker Avenue Asset Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 4.8% in Q2 2026, buying an estimated $1.12M and bringing the position to 659,551 shares worth $24.4M. The position accounts for 0.46% of the portfolio, ranked #51.

Baker Avenue Asset Management first reported a position in USHY in Q4 2022 and has held it in 12 quarters since. 674 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Baker Avenue Asset Management held 659,551 shares of iShares Broad USD High Yield Corporate Bond ETF worth $24.4M as of Q2 2026.
Baker Avenue Asset Management bought 30,129 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.12M.
iShares Broad USD High Yield Corporate Bond ETF made up 0.46% of Baker Avenue Asset Management's portfolio in Q2 2026, its #51 holding.
Baker Avenue Asset Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2022 and has held it in 12 quarters since.
674 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.