EverSource Wealth Advisors’s UBS Asset Management High Yield Credit Fund DHY Stock Holding History

EverSource Wealth Advisors’s Portfolio DHY Stock Details DHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.66K	Sell	93 -94	-50%	-$1.68K	﹤0.01%	3794
2026 Q1	$3.55K	Buy	187 +94	+101%	+$1.84K	﹤0.01%	3419
2025 Q4	$1.87K	Hold	93	–	–	﹤0.01%	3526
2025 Q3	$1.92K	Hold	93	–	–	﹤0.01%	3527
2025 Q2	$1.99K	Buy	+93	New	+$1.9K	﹤0.01%	3510

Other funds holding DHY

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

EverSource Wealth Advisors's DHY Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its UBS Asset Management High Yield Credit Fund (DHY) stake by 50% in Q2 2026, selling an estimated $1.68K and leaving 93 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #3794.

EverSource Wealth Advisors first reported a position in DHY in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.55K in Q1 2026. 86 funds tracked by Wall St. Rank hold DHY as of Q2 2026.

EverSource Wealth Advisors held 93 shares of UBS Asset Management High Yield Credit Fund worth $1.66K as of Q2 2026.
EverSource Wealth Advisors sold 94 UBS Asset Management High Yield Credit Fund shares in Q2 2026, an estimated $1.68K.
UBS Asset Management High Yield Credit Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3794 holding.
EverSource Wealth Advisors first reported a position in UBS Asset Management High Yield Credit Fund in Q2 2025 and has held it in 5 quarters since.
EverSource Wealth Advisors's UBS Asset Management High Yield Credit Fund position peaked at $3.55K in Q1 2026.
86 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.