Edgestream Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Edgestream Partners’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	$4.14M	Buy	111,921 +85,137	+318%	+$3.15M	0.12%	307
2026 Q1	$987K	Buy	26,784 +2,321	+9%	+$86.5K	0.03%	634
2025 Q4	$915K	Sell	24,463 -82,616	-77%	-$3.09M	0.03%	715
2025 Q3	$4.05M	Sell	107,079 -41,033	-28%	-$1.54M	0.12%	327
2025 Q2	$5.56M	Buy	148,112 +128,220	+645%	+$4.7M	0.15%	265
2025 Q1	$732K	Buy	+19,892	New	+$738K	0.02%	651
2024 Q4	–	Sell	-94,485	Closed	-$3.56M	–	1094
2024 Q3	$3.56M	Buy	+94,485	New	+$3.49M	0.16%	218

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

Edgestream Partners's USHY Position: Q2 2026 in Review

Edgestream Partners increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 318% in Q2 2026, buying an estimated $3.15M and bringing the position to 111,921 shares worth $4.14M. The position accounts for 0.12% of the portfolio, ranked #307.

Edgestream Partners first reported a position in USHY in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.56M in Q2 2025. 676 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Edgestream Partners held 111,921 shares of iShares Broad USD High Yield Corporate Bond ETF worth $4.14M as of Q2 2026.
Edgestream Partners bought 85,137 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $3.15M.
iShares Broad USD High Yield Corporate Bond ETF made up 0.12% of Edgestream Partners's portfolio in Q2 2026, its #307 holding.
Edgestream Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Edgestream Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $5.56M in Q2 2025.
676 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.