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Burkett Financial Services’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Burkett Financial Services’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 		– Sell
-270
Closed -$9.95K – 279
2026
Q1 		$9.95K Buy
+270
New +$10.1K ﹤0.01% 169

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Goldman Sachs
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Bank of America
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Raymond James Financial
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Morgan Stanley
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Burkett Financial Services's USHY Position: Q2 2026 in Review

Burkett Financial Services sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2026, closing a stake of 270 shares — an estimated $9.95K sold.

Burkett Financial Services first reported a position in USHY in Q1 2026 and held it in 1 quarter. The position peaked at $9.95K in Q1 2026. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Burkett Financial Services reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Burkett Financial Services sold 270 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $9.95K.
  • Burkett Financial Services first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Burkett Financial Services's iShares Broad USD High Yield Corporate Bond ETF position peaked at $9.95K in Q1 2026.
  • 668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.