Foundations Investment Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Foundations Investment 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	$368K	Buy	9,949 +655	+7%	+$24.2K	﹤0.01%	881
2026 Q1	$342K	Sell	9,294 -184	-2%	-$6.86K	﹤0.01%	858
2025 Q4	$354K	Buy	9,478 +280	+3%	+$10.5K	﹤0.01%	842
2025 Q3	$348K	Sell	9,198 -3,942	-30%	-$148K	0.01%	783
2025 Q2	$493K	Buy	13,140 +818	+7%	+$30K	0.01%	583
2025 Q1	$454K	Buy	12,322 +679	+6%	+$25.2K	0.01%	604
2024 Q4	$428K	Buy	11,643 +2,762	+31%	+$103K	0.01%	570
2024 Q3	$334K	Buy	8,881 +337	+4%	+$12.5K	0.01%	605
2024 Q2	$310K	Buy	8,544 +153	+2%	+$5.53K	0.01%	601
2024 Q1	$307K	Sell	8,391 -1,832	-18%	-$66.6K	0.01%	574
2023 Q4	$372K	Buy	10,223 +1,659	+19%	+$58.2K	0.01%	502
2023 Q3	$297K	Buy	+8,564	New	+$301K	0.01%	512

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

Foundations Investment Advisors's USHY Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 7% in Q2 2026, buying an estimated $24.2K and bringing the position to 9,949 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Foundations Investment Advisors first reported a position in USHY in Q3 2023 and has held it in 12 quarters since. The position peaked at $493K in Q2 2025. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Foundations Investment Advisors held 9,949 shares of iShares Broad USD High Yield Corporate Bond ETF worth $368K as of Q2 2026.
Foundations Investment Advisors bought 655 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $24.2K.
iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #881 holding.
Foundations Investment Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Foundations Investment Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $493K in Q2 2025.
668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.