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

EverSource 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 		$1.06M Buy
28,702
+1,523
+6% +$56.4K 0.04% 342
2026
Q1 		$1M Buy
27,179
+761
+3% +$28.4K 0.03% 378
2025
Q4 		$988K Buy
26,418
+501
+2% +$18.8K 0.04% 347
2025
Q3 		$979K Buy
25,917
+2,231
+9% +$83.6K 0.04% 314
2025
Q2 		$888K Buy
23,686
+3,338
+16% +$122K 0.04% 308
2025
Q1 		$749K Buy
20,348
+2,504
+14% +$92.9K 0.04% 301
2024
Q4 		$656K Buy
17,844
+16,253
+1,022% +$604K 0.04% 312
2024
Q3 		$59.9K Sell
1,591
-111
-7% -$4.1K ﹤0.01% 992
2024
Q2 		$62.8K Buy
1,702
+152
+10% +$5.5K ﹤0.01% 985
2024
Q1 		$55.7K Buy
1,550
+26
+2% +$945 ﹤0.01% 933
2023
Q4 		$55.4K Buy
1,524
+1,298
+574% +$45.5K 0.01% 858
2023
Q3 		$7.86K Hold
226
– – ﹤0.01% 1515
2023
Q2 		$7.98K Buy
+226
New +$7.93K ﹤0.01% 1550
2023
Q1 		– Sell
-327
Closed -$11.3K – 2539
2022
Q4 		$11.3K Hold
327
– – ﹤0.01% 1285
2022
Q3 		$11K Sell
327
-91
-22% -$3.23K ﹤0.01% 1114
2022
Q2 		$14K Buy
+418
New +$15.3K ﹤0.01% 944

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EverSource Wealth Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 5.6% in Q2 2026, buying an estimated $56.4K and bringing the position to 28,702 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #342.

EverSource Wealth Advisors first reported a position in USHY in Q2 2022 and has held it in 16 quarters since. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • EverSource Wealth Advisors held 28,702 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.06M as of Q2 2026.
  • EverSource Wealth Advisors bought 1,523 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $56.4K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #342 holding.
  • EverSource Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

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