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

DHJJ Financial 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	–	Sell	-637	Closed	-$23.5K	–	1109
2026 Q1	$23.5K	Buy	+637	New	+$23.7K	0.01%	510
2025 Q2	–	Sell	-116	Closed	-$4.27K	–	992
2025 Q1	$4.27K	Hold	116	–	–	﹤0.01%	583
2024 Q4	$4.27K	Hold	116	–	–	﹤0.01%	563
2024 Q3	$4.37K	Hold	116	–	–	﹤0.01%	551
2024 Q2	$4.21K	Hold	116	–	–	﹤0.01%	514
2024 Q1	$4.25K	Hold	116	–	–	﹤0.01%	510
2023 Q4	$4.22K	Hold	116	–	–	﹤0.01%	504
2023 Q3	$4.03K	Buy	+116	New	+$4.08K	﹤0.01%	504

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

DHJJ Financial Advisors's USHY Position: Q2 2026 in Review

DHJJ Financial Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2026, closing a stake of 637 shares — an estimated $23.5K sold.

DHJJ Financial Advisors first reported a position in USHY in Q3 2023 and held it in 8 quarters. The position peaked at $23.5K in Q1 2026. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

DHJJ Financial Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
DHJJ Financial Advisors sold 637 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $23.5K.
DHJJ Financial Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2023 and held it in 8 quarters.
DHJJ Financial Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $23.5K in Q1 2026.
668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.