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

Cary Street Partners 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	–	Sell	-3,266	Closed	-$120K	–	786
2026 Q1	$120K	Buy	3,266 +3,190	+4,197%	+$119K	0.03%	429
2025 Q4	$2.84K	Buy	+76	New	+$2.85K	﹤0.01%	655
2025 Q1	–	Sell	-97	Closed	-$3.57K	–	593
2024 Q4	$3.57K	Buy	+97	New	+$3.61K	﹤0.01%	473
2024 Q2	–	Sell	-5,830	Closed	-$213K	–	766
2024 Q1	$213K	Sell	5,830 -2,647	-31%	-$96.2K	0.01%	662
2023 Q4	$308K	Buy	8,477 +1,294	+18%	+$45.4K	0.01%	523
2023 Q3	$249K	Buy	7,183 +807	+13%	+$28.4K	0.01%	510
2023 Q2	$225K	Buy	6,376 +6,153	+2,759%	+$216K	0.01%	487
2023 Q1	$7.93K	Sell	223 -12	-5%	-$422	﹤0.01%	1210
2022 Q4	$8.12K	Buy	+235	New	+$8.12K	﹤0.01%	1206

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

Cary Street Partners Investment Advisory's USHY Position: Q2 2026 in Review

Cary Street Partners Investment Advisory sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2026, closing a stake of 3,266 shares — an estimated $120K sold.

Cary Street Partners Investment Advisory first reported a position in USHY in Q4 2022 and held it in 9 quarters. The position peaked at $308K in Q4 2023. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Cary Street Partners Investment Advisory reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 3,266 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $120K.
Cary Street Partners Investment Advisory first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2022 and held it in 9 quarters.
Cary Street Partners Investment Advisory's iShares Broad USD High Yield Corporate Bond ETF position peaked at $308K in Q4 2023.
668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.