CFG
USHY icon

Carter Financial Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Carter Financial Group’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 		$389K Buy
10,506
+1,133
+12% +$41.9K 0.2% 84
2026
Q1 		$345K Sell
9,373
-375
-4% -$14K 0.21% 80
2025
Q4 		$365K Buy
9,748
+281
+3% +$10.5K 0.22% 79
2025
Q3 		$358K Sell
9,467
-2,593
-22% -$97.2K 0.22% 76
2025
Q2 		$452K Buy
+12,060
New +$442K 0.3% 61

Other funds holding USHY

JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Carter Financial Group's USHY Position: Q2 2026 in Review

Carter Financial Group increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 12% in Q2 2026, buying an estimated $41.9K and bringing the position to 10,506 shares worth $389K. The position accounts for 0.2% of the portfolio, ranked #84.

Carter Financial Group first reported a position in USHY in Q2 2025 and has held it in 5 quarters since. The position peaked at $452K in Q2 2025. 273 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Carter Financial Group held 10,506 shares of iShares Broad USD High Yield Corporate Bond ETF worth $389K as of Q2 2026.
  • Carter Financial Group bought 1,133 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $41.9K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.2% of Carter Financial Group's portfolio in Q2 2026, its #84 holding.
  • Carter Financial Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Carter Financial Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $452K in Q2 2025.
  • 273 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.