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Beacon Financial Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Beacon Financial Group’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 		$467K Sell
12,608
-527
-4% -$19.5K 0.04% 256
2026
Q1 		$484K Sell
13,135
-3,235
-20% -$121K 0.05% 236
2025
Q4 		$612K Buy
16,370
+4,178
+34% +$156K 0.06% 212
2025
Q3 		$461K Buy
12,192
+1,601
+15% +$60K 0.05% 239
2025
Q2 		$397K Sell
10,591
-165
-2% -$6.05K 0.04% 249
2025
Q1 		$396K Sell
10,756
-110
-1% -$4.08K 0.04% 242
2024
Q4 		$400K Buy
10,866
+103
+1% +$3.83K 0.04% 243
2024
Q3 		$405K Sell
10,763
-45
-0.4% -$1.66K 0.04% 239
2024
Q2 		$392K Hold
10,808
– – 0.04% 234
2024
Q1 		$395K Sell
10,808
-140
-1% -$5.09K 0.05% 235
2023
Q4 		$398K Buy
10,948
+142
+1% +$4.98K 0.05% 232
2023
Q3 		$383K Sell
10,806
-280
-3% -$9.84K 0.05% 190
2023
Q2 		$389K Sell
11,086
-150
-1% -$5.26K 0.05% 186
2023
Q1 		$395K Hold
11,236
– – 0.06% 186
2022
Q4 		$388K Sell
11,236
-2,922
-21% -$101K 0.05% 192
2022
Q3 		$480K Sell
14,158
-126
-0.9% -$4.48K 0.07% 181
2022
Q2 		$506K Sell
14,284
-6,264
-30% -$230K 0.08% 181
2022
Q1 		$977K Sell
20,548
-12,215
-37% -$483K 0.13% 150
2021
Q4 		$1.35M Buy
32,763
+2,899
+10% +$119K 0.18% 113
2021
Q3 		$1.24M Buy
29,864
+6,138
+26% +$255K 0.17% 116
2021
Q2 		$984K Buy
23,726
+5,547
+31% +$229K 0.14% 135
2021
Q1 		$750K Hold
18,179
– – 0.12% 144
2020
Q4 		$750K Buy
+18,179
New +$733K 0.12% 145

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

Beacon Financial Group's USHY Position: Q2 2026 in Review

Beacon Financial Group reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 4% in Q2 2026, selling an estimated $19.5K and leaving 12,608 shares worth $467K. The position accounts for 0.04% of the portfolio, ranked #256.

Beacon Financial Group first reported a position in USHY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.35M in Q4 2021. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Beacon Financial Group held 12,608 shares of iShares Broad USD High Yield Corporate Bond ETF worth $467K as of Q2 2026.
  • Beacon Financial Group sold 527 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $19.5K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.04% of Beacon Financial Group's portfolio in Q2 2026, its #256 holding.
  • Beacon Financial Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Beacon Financial Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.35M in Q4 2021.
  • 668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.