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Capital Analysts LLC’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Capital Analysts 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 		$1.13M Sell
30,606
-31,220
-50% -$1.16M 0.03% 343
2026
Q1 		$2.28M Sell
61,826
-13,451
-18% -$501K 0.06% 237
2025
Q4 		$2.81M Buy
75,277
+3,120
+4% +$117K 0.08% 204
2025
Q3 		$2.73M Buy
72,157
+48,704
+208% +$1.83M 0.08% 201
2025
Q2 		$880K Buy
23,453
+11,958
+104% +$439K 0.03% 302
2025
Q1 		$423K Buy
11,495
+4,191
+57% +$155K 0.02% 399
2024
Q4 		$269K Sell
7,304
-721
-9% -$26.8K 0.01% 433
2024
Q3 		$302K Buy
8,025
+351
+5% +$13K 0.01% 393
2024
Q2 		$278K Buy
7,674
+540
+8% +$19.5K 0.01% 409
2024
Q1 		$261K Buy
7,134
+4,882
+217% +$177K 0.01% 399
2023
Q4 		$82K Buy
2,252
+633
+39% +$22.2K ﹤0.01% 568
2023
Q3 		$56K Hold
1,619
– – ﹤0.01% 587
2023
Q2 		$57K Hold
1,619
– – ﹤0.01% 561
2023
Q1 		$58K Hold
1,619
– – ﹤0.01% 569
2022
Q4 		$56K Hold
1,619
– – ﹤0.01% 601
2022
Q3 		$54K Sell
1,619
-12
-0.7% -$427 ﹤0.01% 552
2022
Q2 		$56K Buy
1,631
+12
+0.7% +$440 ﹤0.01% 539
2022
Q1 		$63K Hold
1,619
– – ﹤0.01% 519
2021
Q4 		$67K Hold
1,619
– – ﹤0.01% 523
2021
Q3 		$67K Sell
1,619
-288
-15% -$12K ﹤0.01% 538
2021
Q2 		$80K Buy
1,907
+815
+75% +$33.7K 0.01% 493
2021
Q1 		$45K Buy
+1,092
New +$45K ﹤0.01% 598

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

Capital Analysts LLC's USHY Position: Q2 2026 in Review

Capital Analysts LLC reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 50% in Q2 2026, selling an estimated $1.16M and leaving 30,606 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #343.

Capital Analysts LLC first reported a position in USHY in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.81M in Q4 2025. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Capital Analysts LLC held 30,606 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.13M as of Q2 2026.
  • Capital Analysts LLC sold 31,220 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.16M.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.03% of Capital Analysts LLC's portfolio in Q2 2026, its #343 holding.
  • Capital Analysts LLC first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Capital Analysts LLC's iShares Broad USD High Yield Corporate Bond ETF position peaked at $2.81M in Q4 2025.
  • 672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.