Goldstone Financial Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Goldstone Financial 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	$3.05M	Sell	82,283 -543	-0.7%	-$20.1K	0.28%	68
2026 Q1	$3.05M	Sell	82,826 -2,517	-3%	-$93.8K	0.33%	59
2025 Q4	$3.19M	Buy	85,343 +14,808	+21%	+$554K	0.36%	53
2025 Q3	$2.66M	Buy	70,535 +11,697	+20%	+$438K	0.32%	59
2025 Q2	$2.2M	Sell	58,838 -17,166	-23%	-$630K	0.29%	61
2025 Q1	$2.8M	Buy	76,004 +8,105	+12%	+$301K	0.42%	54
2024 Q4	$2.5M	Buy	67,899 +26,313	+63%	+$979K	0.39%	57
2024 Q3	$1.57M	Buy	41,586 +9,765	+31%	+$361K	0.27%	62
2024 Q2	$1.15M	Buy	31,821 +7,805	+32%	+$282K	0.23%	73
2024 Q1	$879K	Sell	24,016 -8,409	-26%	-$306K	0.2%	77
2023 Q4	$1.18M	Sell	32,425 -4,209	-11%	-$148K	0.3%	60
2023 Q3	$1.27M	Sell	36,634 -9,334	-20%	-$328K	0.38%	53
2023 Q2	$1.62M	Buy	45,968 +23,282	+103%	+$817K	0.48%	42
2023 Q1	$806K	Buy	+22,686	New	+$798K	0.27%	65

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

Goldstone Financial Group's USHY Position: Q2 2026 in Review

Goldstone Financial Group reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 0.66% in Q2 2026, selling an estimated $20.1K and leaving 82,283 shares worth $3.05M. The position accounts for 0.28% of the portfolio, ranked #68.

Goldstone Financial Group first reported a position in USHY in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.19M in Q4 2025. 669 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Goldstone Financial Group held 82,283 shares of iShares Broad USD High Yield Corporate Bond ETF worth $3.05M as of Q2 2026.
Goldstone Financial Group sold 543 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $20.1K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.28% of Goldstone Financial Group's portfolio in Q2 2026, its #68 holding.
Goldstone Financial Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $3.19M in Q4 2025.
669 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.