BFC Planning, Inc.’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

BFC Planning, Inc.’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	$202K	Buy	5,465 +181	+3%	+$6.7K	0.01%	930
2026 Q1	$195K	Sell	5,284 -524	-9%	-$19.5K	0.01%	887
2025 Q4	$217K	Buy	5,808 +192	+3%	+$7.19K	0.01%	845
2025 Q3	$212K	Sell	5,616 -14	-0.2%	-$525	0.02%	648
2025 Q2	$211K	Buy	5,630 +1,611	+40%	+$59.1K	0.02%	623
2025 Q1	$148K	Buy	4,019 +534	+15%	+$19.8K	0.01%	726
2024 Q4	$128K	Buy	+3,485	New	+$130K	0.01%	764

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 $765B AUM 28.39% 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

BFC Planning, Inc.'s USHY Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 3.4% in Q2 2026, buying an estimated $6.7K and bringing the position to 5,465 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #930.

BFC Planning, Inc. first reported a position in USHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $217K in Q4 2025. 681 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

BFC Planning, Inc. held 5,465 shares of iShares Broad USD High Yield Corporate Bond ETF worth $202K as of Q2 2026.
BFC Planning, Inc. bought 181 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $6.7K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #930 holding.
BFC Planning, Inc. first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares Broad USD High Yield Corporate Bond ETF position peaked at $217K in Q4 2025.
681 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.