Golden State Equity Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Golden State Equity Partners’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	$823K	Sell	22,216 -68,948	-76%	-$2.55M	2.21%	14
2026 Q1	$3.36M	Buy	91,164 +46,929	+106%	+$1.75M	0.25%	84
2025 Q4	$1.65M	Buy	44,235 +4,695	+12%	+$176K	0.27%	75
2025 Q3	$1.49M	Sell	39,540 -3,191	-7%	-$120K	0.25%	91
2025 Q2	$1.6M	Sell	42,731 -6,289	-13%	-$231K	0.3%	75
2025 Q1	$1.8M	Sell	49,020 -93	-0.2%	-$3.45K	0.36%	67
2024 Q4	$1.81M	Buy	49,113 +43,257	+739%	+$1.61M	0.35%	63
2024 Q3	$220K	Buy	+5,856	New	+$216K	0.03%	389

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

Golden State Equity Partners's USHY Position: Q2 2026 in Review

Golden State Equity Partners reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 76% in Q2 2026, selling an estimated $2.55M and leaving 22,216 shares worth $823K. The position accounts for 2.21% of the portfolio, ranked #14.

Golden State Equity Partners first reported a position in USHY in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.36M in Q1 2026. 675 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Golden State Equity Partners held 22,216 shares of iShares Broad USD High Yield Corporate Bond ETF worth $823K as of Q2 2026.
Golden State Equity Partners sold 68,948 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.55M.
iShares Broad USD High Yield Corporate Bond ETF made up 2.21% of Golden State Equity Partners's portfolio in Q2 2026, its #14 holding.
Golden State Equity Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Golden State Equity Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $3.36M in Q1 2026.
675 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.