Balanced Rock Investment Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Balanced Rock Investment 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	$201K	Buy	+5,427	New	+$201K	0.13%	102
2024 Q1	–	Sell	-6,670	Closed	-$242K	–	97
2023 Q4	$242K	Buy	+6,670	New	+$234K	0.22%	88

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

Balanced Rock Investment Advisors's USHY Position: Q2 2026 in Review

Balanced Rock Investment Advisors opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2026: 5,427 shares worth $201K. The stake represents 0.13% of the portfolio and ranks #102 among its holdings. This is a return to the name: Balanced Rock Investment Advisors previously reported a position in USHY as recently as Q4 2023.

Balanced Rock Investment Advisors first reported a position in USHY in Q4 2023 and has held it in 2 quarters since. The position peaked at $242K in Q4 2023. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Balanced Rock Investment Advisors held 5,427 shares of iShares Broad USD High Yield Corporate Bond ETF worth $201K as of Q2 2026.
iShares Broad USD High Yield Corporate Bond ETF was a new Balanced Rock Investment Advisors position in Q2 2026.
iShares Broad USD High Yield Corporate Bond ETF made up 0.13% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #102 holding.
Balanced Rock Investment Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2023 and has held it in 2 quarters since.
Balanced Rock Investment Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $242K in Q4 2023.
672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.