Choate Investment Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Choate Investment Advisors’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	$4.38M	Buy	118,199 +61,273	+108%	+$2.27M	0.08%	107
2026 Q1	$2.1M	Buy	56,926 +9,557	+20%	+$356K	0.04%	156
2025 Q4	$1.77M	Buy	+47,369	New	+$1.77M	0.03%	175
2020 Q4	–	Sell	-13,273	Closed	-$524K	–	295
2020 Q3	$524K	Buy	13,273 +978	+8%	+$38.6K	0.03%	150
2020 Q2	$470K	Hold	12,295	–	–	0.03%	154
2020 Q1	$436K	Buy	+12,295	New	+$486K	0.03%	159

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

Choate Investment Advisors's USHY Position: Q2 2026 in Review

Choate Investment Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 108% in Q2 2026, buying an estimated $2.27M and bringing the position to 118,199 shares worth $4.38M. The position accounts for 0.08% of the portfolio, ranked #107.

Choate Investment Advisors first reported a position in USHY in Q1 2020 and has held it in 6 quarters since. 669 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Choate Investment Advisors held 118,199 shares of iShares Broad USD High Yield Corporate Bond ETF worth $4.38M as of Q2 2026.
Choate Investment Advisors bought 61,273 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.27M.
iShares Broad USD High Yield Corporate Bond ETF made up 0.08% of Choate Investment Advisors's portfolio in Q2 2026, its #107 holding.
Choate Investment Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2020 and has held it in 6 quarters since.
669 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.