Elwood & Goetz Wealth Advisory Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$806K	Sell	21,766 -23,603	-52%	-$874K	0.12%	60
2026 Q1	$1.67M	Buy	45,369 +35,660	+367%	+$1.33M	0.28%	32
2025 Q4	$363K	Sell	9,709 -362	-4%	-$13.6K	0.06%	86
2025 Q3	$380K	Buy	10,071 +235	+2%	+$8.81K	0.07%	81
2025 Q2	$369K	Buy	+9,836	New	+$361K	0.08%	76

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

Elwood & Goetz Wealth Advisory Group's USHY Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 52% in Q2 2026, selling an estimated $874K and leaving 21,766 shares worth $806K. The position accounts for 0.12% of the portfolio, ranked #60.

Elwood & Goetz Wealth Advisory Group first reported a position in USHY in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.67M in Q1 2026. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 21,766 shares of iShares Broad USD High Yield Corporate Bond ETF worth $806K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group sold 23,603 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $874K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.12% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #60 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Elwood & Goetz Wealth Advisory Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.67M 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 Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.