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

Chapman 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	$445	Hold	12	–	–	﹤0.01%	256
2026 Q1	$443	Hold	12	–	–	﹤0.01%	260
2025 Q4	$449	Hold	12	–	–	﹤0.01%	250
2025 Q3	$454	Hold	12	–	–	﹤0.01%	262
2025 Q2	$451	Buy	+12	New	+$440	﹤0.01%	211
2024 Q4	$442	Buy	+12	New	+$446	﹤0.01%	213

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

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

Chapman Financial Group held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q2 2026 at 12 shares worth $445. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Chapman Financial Group first reported a position in USHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $454 in Q3 2025. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Chapman Financial Group held 12 shares of iShares Broad USD High Yield Corporate Bond ETF worth $445 as of Q2 2026.
Chapman Financial Group left its iShares Broad USD High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Chapman Financial Group's portfolio in Q2 2026, its #256 holding.
Chapman Financial Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Chapman Financial Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $454 in Q3 2025.
672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.