Envestnet Portfolio Solutions’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Envestnet Portfolio Solutions’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	$915K	Sell	24,719 -8,380	-25%	-$310K	﹤0.01%	750
2026 Q1	$1.22M	Sell	33,099 -55,875	-63%	-$2.08M	0.01%	577
2025 Q4	$3.33M	Buy	88,974 +32,682	+58%	+$1.22M	0.01%	443
2025 Q3	$2.13M	Sell	56,292 -15,742	-22%	-$590K	0.01%	511
2025 Q2	$2.7M	Buy	72,034 +17,147	+31%	+$629K	0.01%	487
2025 Q1	$2.02M	Sell	54,887 -10,619	-16%	-$394K	0.01%	579
2024 Q4	$2.41M	Sell	65,506 -5,437	-8%	-$202K	0.01%	602
2024 Q3	$2.67M	Sell	70,943 -44,213	-38%	-$1.63M	0.01%	570
2024 Q2	$4.18M	Buy	115,156 +3,997	+4%	+$145K	0.01%	414
2024 Q1	$4.07M	Buy	111,159 +33,191	+43%	+$1.21M	0.02%	435
2023 Q4	$2.83M	Buy	77,968 +30,451	+64%	+$1.07M	0.01%	498
2023 Q3	$1.65M	Buy	+47,517	New	+$1.67M	0.01%	605

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

Envestnet Portfolio Solutions's USHY Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 25% in Q2 2026, selling an estimated $310K and leaving 24,719 shares worth $915K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Envestnet Portfolio Solutions first reported a position in USHY in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.18M in Q2 2024. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Envestnet Portfolio Solutions held 24,719 shares of iShares Broad USD High Yield Corporate Bond ETF worth $915K as of Q2 2026.
Envestnet Portfolio Solutions sold 8,380 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $310K.
iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #750 holding.
Envestnet Portfolio Solutions first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares Broad USD High Yield Corporate Bond ETF position peaked at $4.18M in Q2 2024.
668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.