EP Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

EP Wealth Advisors’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	–	Sell	-10,209	Closed	-$376K	–	1889
2026 Q1	$376K	Buy	10,209 +1,353	+15%	+$50.4K	﹤0.01%	1041
2025 Q4	$331K	Buy	+8,856	New	+$332K	﹤0.01%	1080
2025 Q2	$217K	Sell	5,777 -2,495	-30%	-$91.5K	﹤0.01%	1209
2025 Q1	$304K	Sell	8,272 -4,377	-35%	-$162K	﹤0.01%	905
2024 Q4	$465K	Buy	+12,649	New	+$470K	﹤0.01%	715
2021 Q2	–	Sell	-5,293	Closed	-$218K	–	549
2021 Q1	$218K	Buy	+5,293	New	+$218K	0.01%	461

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

EP Wealth Advisors's USHY Position: Q2 2026 in Review

EP Wealth Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2026, closing a stake of 10,209 shares — an estimated $376K sold.

EP Wealth Advisors first reported a position in USHY in Q1 2021 and held it in 6 quarters. The position peaked at $465K in Q4 2024. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

EP Wealth Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 10,209 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $376K.
EP Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
EP Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $465K in Q4 2024.
668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.