CIA
USHY icon

Cape Investment Advisory’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Cape Investment Advisory’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 		$34.6K Buy
+935
New +$34.6K 0.01% 591
2026
Q1 		– Sell
-1,286
Closed -$48.1K – 1152
2025
Q4 		$48.1K Buy
1,286
+273
+27% +$10.2K 0.01% 424
2025
Q3 		$38.3K Sell
1,013
-225
-18% -$8.43K 0.04% 252
2025
Q2 		$46.4K Buy
1,238
+476
+62% +$17.5K 0.02% 379
2025
Q1 		$28K Buy
762
+119
+19% +$4.41K 0.01% 424
2024
Q4 		$23.7K Buy
643
+75
+13% +$2.79K 0.01% 455
2024
Q3 		$21.4K Buy
568
+96
+20% +$3.55K 0.01% 450
2024
Q2 		$17.1K Sell
472
-40
-8% -$1.45K 0.01% 444
2024
Q1 		$18.7K Sell
512
-4
-0.8% -$145 0.01% 449
2023
Q4 		$18.8K Sell
516
-78
-13% -$2.73K 0.01% 548
2023
Q3 		$20.6K Sell
594
-147
-20% -$5.16K 0.01% 437
2023
Q2 		$26.2K Buy
741
+15
+2% +$526 0.01% 397
2023
Q1 		$25.8K Buy
+726
New +$25.5K 0.02% 381

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

Cape Investment Advisory's USHY Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2026: 935 shares worth $34.6K. The stake represents 0.01% of the portfolio and ranks #591 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in USHY as recently as Q4 2025.

Cape Investment Advisory first reported a position in USHY in Q1 2023 and has held it in 13 quarters since. The position peaked at $48.1K in Q4 2025. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Cape Investment Advisory held 935 shares of iShares Broad USD High Yield Corporate Bond ETF worth $34.6K as of Q2 2026.
  • iShares Broad USD High Yield Corporate Bond ETF was a new Cape Investment Advisory position in Q2 2026.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #591 holding.
  • Cape Investment Advisory first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's iShares Broad USD High Yield Corporate Bond ETF position peaked at $48.1K in Q4 2025.
  • 668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.