EI
USHY icon

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

Ellevest 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 		$5.33M Buy
143,979
+9,777
+7% +$362K 0.63% 27
2026
Q1 		$4.94M Buy
134,202
+3,847
+3% +$143K 0.69% 27
2025
Q4 		$4.87M Buy
130,355
+10,765
+9% +$403K 0.67% 28
2025
Q3 		$4.52M Buy
119,590
+5,397
+5% +$202K 0.65% 29
2025
Q2 		$4.28M Sell
114,193
-8,233
-7% -$302K 0.68% 27
2025
Q1 		$4.51M Sell
122,426
-2,212
-2% -$82K 0.3% 35
2024
Q4 		$4.59M Buy
124,638
+7,430
+6% +$276K 0.26% 36
2024
Q3 		$4.41M Buy
117,208
+9,332
+9% +$345K 0.24% 37
2024
Q2 		$3.91M Buy
107,876
+7,975
+8% +$288K 0.23% 38
2024
Q1 		$3.66M Buy
99,901
+8,888
+10% +$323K 0.23% 38
2023
Q4 		$3.31M Buy
91,013
+10,705
+13% +$375K 0.23% 39
2023
Q3 		$2.79M Buy
80,308
+10,038
+14% +$353K 0.21% 36
2023
Q2 		$2.48M Buy
70,270
+5,100
+8% +$179K 0.19% 38
2023
Q1 		$2.32M Buy
65,170
+1,017
+2% +$35.8K 0.18% 38
2022
Q4 		$2.22M Buy
64,153
+3,727
+6% +$129K 0.19% 37
2022
Q3 		$2.03M Buy
60,426
+3,507
+6% +$125K 0.19% 36
2022
Q2 		$1.97M Buy
56,919
+4,036
+8% +$148K 0.19% 37
2022
Q1 		$2.06M Buy
52,883
+1,565
+3% +$61.8K 0.17% 38
2021
Q4 		$2.11M Buy
51,318
+3,893
+8% +$160K 0.19% 38
2021
Q3 		$1.97M Sell
47,425
-358
-0.7% -$14.9K 0.19% 36
2021
Q2 		$1.99M Buy
47,783
+6,290
+15% +$260K 0.2% 36
2021
Q1 		$1.71M Buy
41,493
+6,834
+20% +$281K 0.21% 38
2020
Q4 		$1.43M Buy
+34,659
New +$1.4M 0.21% 39

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

Ellevest Inc's USHY Position: Q2 2026 in Review

Ellevest Inc increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 7.3% in Q2 2026, buying an estimated $362K and bringing the position to 143,979 shares worth $5.33M. The position accounts for 0.63% of the portfolio, ranked #27.

Ellevest Inc first reported a position in USHY in Q4 2020 and has held it in 23 quarters since. 673 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Ellevest Inc held 143,979 shares of iShares Broad USD High Yield Corporate Bond ETF worth $5.33M as of Q2 2026.
  • Ellevest Inc bought 9,777 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $362K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.63% of Ellevest Inc's portfolio in Q2 2026, its #27 holding.
  • Ellevest Inc first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 673 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.