CIA
USHY icon

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

Concurrent 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 		$11.5M Buy
310,393
+157,036
+102% +$5.81M 0.1% 226
2026
Q1 		$5.65M Sell
153,357
-24,206
-14% -$902K 0.06% 334
2025
Q4 		$6.64M Buy
177,563
+63,970
+56% +$2.4M 0.08% 272
2025
Q3 		$4.29M Buy
113,593
+33,541
+42% +$1.26M 0.07% 268
2025
Q2 		$3M Buy
80,052
+26,849
+50% +$985K 0.06% 327
2025
Q1 		$1.96M Sell
53,203
-14,834
-22% -$550K 0.05% 370
2024
Q4 		$2.5M Buy
68,037
+2,372
+4% +$88.2K 0.07% 276
2024
Q3 		$2.47M Buy
65,665
+8,904
+16% +$329K 0.07% 256
2024
Q2 		$2.06M Buy
56,761
+6,354
+13% +$230K 0.07% 271
2024
Q1 		$1.84M Buy
50,407
+19,286
+62% +$701K 0.07% 257
2023
Q4 		$1.13M Buy
+31,121
New +$1.09M 0.05% 313

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

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

Concurrent Investment Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 102% in Q2 2026, buying an estimated $5.81M and bringing the position to 310,393 shares worth $11.5M. The position accounts for 0.1% of the portfolio, ranked #226.

Concurrent Investment Advisors first reported a position in USHY in Q4 2023 and has held it in 11 quarters since. 676 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Concurrent Investment Advisors held 310,393 shares of iShares Broad USD High Yield Corporate Bond ETF worth $11.5M as of Q2 2026.
  • Concurrent Investment Advisors bought 157,036 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $5.81M.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.1% of Concurrent Investment Advisors's portfolio in Q2 2026, its #226 holding.
  • Concurrent Investment Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 676 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.