Ethos Financial Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Ethos Financial 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	$2.49M	Sell	67,959 -27,237	-29%	-$1.01M	0.17%	123
2026 Q1	$3.51M	Buy	95,196 +929	+1%	+$34.6K	0.26%	89
2025 Q4	$3.53M	Sell	94,267 -2,775	-3%	-$104K	0.26%	92
2025 Q3	$3.67M	Sell	97,042 -1,730	-2%	-$64.8K	0.29%	85
2025 Q2	$3.7M	Sell	98,772 -165,296	-63%	-$6.06M	0.32%	78
2025 Q1	$9.72M	Hold	264,068	–	–	0.93%	26
2024 Q4	$9.72M	Buy	264,068 +245,894	+1,353%	+$9.14M	1.27%	21
2024 Q3	$684K	Buy	18,174 +1,539	+9%	+$56.9K	0.11%	105
2024 Q2	$604K	Sell	16,635 -455	-3%	-$16.5K	0.11%	114
2024 Q1	$625K	Sell	17,090 -647	-4%	-$23.5K	0.12%	115
2023 Q4	$645K	Buy	+17,737	New	+$622K	0.14%	112

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

Ethos Financial Group's USHY Position: Q2 2026 in Review

Ethos Financial Group reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 29% in Q2 2026, selling an estimated $1.01M and leaving 67,959 shares worth $2.49M. The position accounts for 0.17% of the portfolio, ranked #123.

Ethos Financial Group first reported a position in USHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.72M in Q1 2025. 669 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Ethos Financial Group held 67,959 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2.49M as of Q2 2026.
Ethos Financial Group sold 27,237 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.01M.
iShares Broad USD High Yield Corporate Bond ETF made up 0.17% of Ethos Financial Group's portfolio in Q2 2026, its #123 holding.
Ethos Financial Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Ethos Financial Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $9.72M in Q1 2025.
669 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.