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Bogart Wealth LLC’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Bogart Wealth LLC’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 		$13.3K Hold
358
– – ﹤0.01% 920
2026
Q1 		$13.2K Sell
358
-61
-15% -$2.27K ﹤0.01% 845
2025
Q4 		$15.7K Hold
419
– – ﹤0.01% 741
2025
Q3 		$15.8K Hold
419
– – ﹤0.01% 726
2025
Q2 		$15.7K Hold
419
– – ﹤0.01% 686
2025
Q1 		$15.4K Buy
419
+61
+17% +$2.26K ﹤0.01% 650
2024
Q4 		$13.2K Buy
358
+64
+22% +$2.38K ﹤0.01% 672
2024
Q3 		$11.1K Hold
294
– – ﹤0.01% 675
2024
Q2 		$10.7K Buy
+294
New +$10.6K ﹤0.01% 654
2023
Q1 		– Sell
-4
Closed -$138 – 1209
2022
Q4 		$138 Hold
4
– – ﹤0.01% 975
2022
Q3 		$0 Hold
4
– – ﹤0.01% 1148
2022
Q2 		$0 Hold
4
– – ﹤0.01% 983
2022
Q1 		$0 Sell
4
-12
-75% -$474 ﹤0.01% 856
2021
Q4 		$1K Buy
16
+12
+300% +$493 ﹤0.01% 738
2021
Q3 		$0 Buy
+4
New +$166 ﹤0.01% 779
2021
Q1 		– Sell
-681
Closed -$28K – 668
2020
Q4 		$28K Hold
681
– – 0.01% 243
2020
Q3 		$26K Sell
681
-148
-18% -$5.84K 0.01% 241
2020
Q2 		$32K Buy
+829
New +$31K 0.01% 208

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

Bogart Wealth LLC's USHY Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q2 2026 at 358 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Bogart Wealth LLC first reported a position in USHY in Q2 2020 and has held it in 18 quarters since. The position peaked at $32K in Q2 2020. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Bogart Wealth LLC held 358 shares of iShares Broad USD High Yield Corporate Bond ETF worth $13.3K as of Q2 2026.
  • Bogart Wealth LLC left its iShares Broad USD High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #920 holding.
  • Bogart Wealth LLC first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2020 and has held it in 18 quarters since.
  • Bogart Wealth LLC's iShares Broad USD High Yield Corporate Bond ETF position peaked at $32K in Q2 2020.
  • 668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.