BOK Financial Private Wealth’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

BOK Financial Private Wealth’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	$6K	Buy	+162	New	+$6K	﹤0.01%	467
2024 Q4	–	Sell	-50	Closed	-$1.88K	–	683
2024 Q3	$1.88K	Hold	50	–	–	﹤0.01%	474
2024 Q2	$1.81K	Buy	+50	New	+$1.81K	﹤0.01%	437
2024 Q1	–	Sell	-400	Closed	-$14.5K	–	550
2023 Q4	$14.5K	Hold	400	–	–	﹤0.01%	340
2023 Q3	$13.9K	Buy	+400	New	+$14.1K	﹤0.01%	310
2023 Q2	–	Sell	-500	Closed	-$17.8K	–	459
2023 Q1	$17.8K	Buy	+500	New	+$17.6K	﹤0.01%	314

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

BOK Financial Private Wealth's USHY Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2026: 162 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in USHY as recently as Q3 2024.

BOK Financial Private Wealth first reported a position in USHY in Q1 2023 and has held it in 6 quarters since. The position peaked at $17.8K in Q1 2023. 675 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

BOK Financial Private Wealth held 162 shares of iShares Broad USD High Yield Corporate Bond ETF worth $6K as of Q2 2026.
iShares Broad USD High Yield Corporate Bond ETF was a new BOK Financial Private Wealth position in Q2 2026.
iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #467 holding.
BOK Financial Private Wealth first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2023 and has held it in 6 quarters since.
BOK Financial Private Wealth's iShares Broad USD High Yield Corporate Bond ETF position peaked at $17.8K in Q1 2023.
675 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.