Diversified Portfolios Inc’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Diversified Portfolios Inc’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	$273K	Sell	7,378 -385	-5%	-$14.3K	0.02%	174
2026 Q1	$286K	Buy	7,763 +6	+0.1%	+$224	0.02%	152
2025 Q4	$290K	Buy	7,757 +623	+9%	+$23.3K	0.02%	150
2025 Q3	$270K	Buy	7,134 +28	+0.4%	+$1.05K	0.02%	148
2025 Q2	$267K	Buy	7,106 +109	+2%	+$4K	0.03%	145
2025 Q1	$258K	Buy	6,997 +676	+11%	+$25.1K	0.03%	134
2024 Q4	$233K	Sell	6,321 -1,474	-19%	-$54.8K	0.03%	137
2024 Q3	$293K	Buy	7,795 +334	+4%	+$12.3K	0.03%	123
2024 Q2	$271K	Sell	7,461 -1,450	-16%	-$52.4K	0.04%	122
2024 Q1	$326K	Sell	8,911 -312	-3%	-$11.3K	0.05%	112
2023 Q4	$335K	Buy	+9,223	New	+$323K	0.05%	109

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

Diversified Portfolios Inc's USHY Position: Q2 2026 in Review

Diversified Portfolios Inc reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 5% in Q2 2026, selling an estimated $14.3K and leaving 7,378 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #174.

Diversified Portfolios Inc first reported a position in USHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $335K in Q4 2023. 673 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Diversified Portfolios Inc held 7,378 shares of iShares Broad USD High Yield Corporate Bond ETF worth $273K as of Q2 2026.
Diversified Portfolios Inc sold 385 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $14.3K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.02% of Diversified Portfolios Inc's portfolio in Q2 2026, its #174 holding.
Diversified Portfolios Inc first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Diversified Portfolios Inc's iShares Broad USD High Yield Corporate Bond ETF position peaked at $335K in Q4 2023.
673 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.