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

Clearstead 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 		$23.3M Buy
628,181
+621,519
+9,329% +$23M 0.22% 98
2026
Q1 		$245K Sell
6,662
-578,410
-99% -$21.6M ﹤0.01% 929
2025
Q4 		$21.9M Sell
585,072
-17,352
-3% -$650K 0.28% 77
2025
Q3 		$22.8M Sell
602,424
-8,229
-1% -$308K 0.3% 72
2025
Q2 		$22.9M Buy
610,653
+600,942
+6,188% +$22M 0.32% 64
2025
Q1 		$357K Sell
9,711
-482,169
-98% -$17.9M 0.01% 659
2024
Q4 		$18.1M Buy
491,880
+110,419
+29% +$4.11M 0.27% 86
2024
Q3 		$14.4M Buy
381,461
+369,196
+3,010% +$13.6M 0.22% 94
2024
Q2 		$445K Buy
12,265
+9,240
+305% +$334K 0.01% 565
2024
Q1 		$109K Sell
3,025
-3
-0.1% -$109 0.01% 591
2023
Q4 		$110K Hold
3,028
– – 0.01% 567
2023
Q3 		$105K Hold
3,028
– – 0.01% 548
2023
Q2 		$107K Hold
3,028
– – 0.01% 560
2023
Q1 		$108K Sell
3,028
-319
-10% -$11.2K 0.01% 496
2022
Q4 		$116K Buy
3,347
+2,805
+518% +$96.9K 0.01% 474
2022
Q3 		$18K Buy
542
+2
+0.4% +$71 ﹤0.01% 795
2022
Q2 		$19K Buy
540
+1
+0.2% +$37 ﹤0.01% 820
2022
Q1 		$21K Buy
539
+1
+0.2% +$40 ﹤0.01% 866
2021
Q4 		$22K Buy
538
+191
+55% +$7.85K ﹤0.01% 809
2021
Q3 		$14K Buy
347
+319
+1,139% +$13.3K ﹤0.01% 895
2021
Q2 		$1K Hold
28
– – ﹤0.01% 1208
2021
Q1 		$1K Hold
28
– – ﹤0.01% 1081
2020
Q4 		$1K Hold
28
– – ﹤0.01% 961
2020
Q3 		$1K Hold
28
– – ﹤0.01% 863
2020
Q2 		$1K Sell
28
-48
-63% -$1.79K ﹤0.01% 772
2020
Q1 		$3K Buy
+76
New +$3K ﹤0.01% 698

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearstead Advisors's USHY Position: Q2 2026 in Review

Clearstead Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 9,329% in Q2 2026, buying an estimated $23M and bringing the position to 628,181 shares worth $23.3M. The position accounts for 0.22% of the portfolio, ranked #98.

Clearstead Advisors first reported a position in USHY in Q1 2020 and has held it in 26 quarters since. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Clearstead Advisors held 628,181 shares of iShares Broad USD High Yield Corporate Bond ETF worth $23.3M as of Q2 2026.
  • Clearstead Advisors bought 621,519 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $23M.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.22% of Clearstead Advisors's portfolio in Q2 2026, its #98 holding.
  • Clearstead Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.