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Forum Finance Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Forum Finance 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 		$1.59M Buy
53,263
+17,968
+51% +$665K 0.57% 55
2026
Q1 		$1.04M Buy
+35,295
New +$1.32M 0.56% 50

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

Forum Finance Group's USHY Position: Q2 2026 in Review

Forum Finance Group increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 51% in Q2 2026, buying an estimated $665K and bringing the position to 53,263 shares worth $1.59M. The position accounts for 0.57% of the portfolio, ranked #55.

Forum Finance Group first reported a position in USHY in Q1 2026 and has held it in 2 quarters since. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Forum Finance Group held 53,263 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.59M as of Q2 2026.
  • Forum Finance Group bought 17,968 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $665K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.57% of Forum Finance Group's portfolio in Q2 2026, its #55 holding.
  • Forum Finance Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.