David Kennon’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

David Kennon’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	$515K	Sell	13,914 -3,834	-22%	-$142K	0.17%	37
2026 Q1	$654K	Sell	17,748 -89,695	-83%	-$3.34M	0.23%	29
2025 Q4	$4.02M	Buy	107,443 +732	+0.7%	+$27.4K	1.43%	17
2025 Q3	$4.03M	Sell	106,711 -3,572	-3%	-$134K	1.45%	16
2025 Q2	$4.14M	Sell	110,283 -32,384	-23%	-$1.19M	1.55%	16
2025 Q1	$5.25M	Sell	142,667 -147	-0.1%	-$5.45K	2.09%	16
2024 Q4	$5.25M	Buy	142,814 +2,371	+2%	+$88.2K	2.07%	15
2024 Q3	$5.29M	Buy	140,443 +2,625	+2%	+$97K	2.08%	16
2024 Q2	$5M	Buy	137,818 +488	+0.4%	+$17.6K	2.1%	15
2024 Q1	$5.02M	Sell	137,330 -2,288	-2%	-$83.2K	2.15%	15
2023 Q4	$5.08M	Sell	139,618 -33,820	-19%	-$1.19M	2.27%	15
2023 Q3	$6.02M	Buy	173,438 +375	+0.2%	+$13.2K	2.89%	13
2023 Q2	$6.11M	Buy	173,063 +3,646	+2%	+$128K	2.85%	13
2023 Q1	$6.02M	Buy	+169,417	New	+$5.96M	2.94%	13

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

David Kennon's USHY Position: Q2 2026 in Review

David Kennon reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 22% in Q2 2026, selling an estimated $142K and leaving 13,914 shares worth $515K. The position accounts for 0.17% of the portfolio, ranked #37.

David Kennon first reported a position in USHY in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.11M in Q2 2023. 669 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

David Kennon held 13,914 shares of iShares Broad USD High Yield Corporate Bond ETF worth $515K as of Q2 2026.
David Kennon sold 3,834 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $142K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.17% of David Kennon's portfolio in Q2 2026, its #37 holding.
David Kennon first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
David Kennon's iShares Broad USD High Yield Corporate Bond ETF position peaked at $6.11M in Q2 2023.
669 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on David Kennon's 13F filing for Q2 2026, filed 22 Jul 2026.