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

Clayton 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 		– Sell
-5,450
Closed -$201K – 538
2026
Q1 		$201K Hold
5,450
– – 0.1% 74
2025
Q4 		$204K Buy
+5,450
New +$204K 0.1% 73

Other funds holding USHY

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
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

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

Clayton Financial Group sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2026, closing a stake of 5,450 shares — an estimated $201K sold.

Clayton Financial Group first reported a position in USHY in Q4 2025 and held it in 2 quarters. The position peaked at $204K in Q4 2025. 259 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Clayton Financial Group reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 5,450 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $201K.
  • Clayton Financial Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $204K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.