Great Valley Advisor Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Great Valley Advisor 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	$4.5M	Buy	121,579 +8,674	+8%	+$321K	0.07%	244
2026 Q1	$4.16M	Sell	112,905 -21,889	-16%	-$816K	0.08%	233
2025 Q4	$5.04M	Buy	134,794 +20,675	+18%	+$774K	0.1%	188
2025 Q3	$4.31M	Buy	114,119 +21,151	+23%	+$793K	0.09%	204
2025 Q2	$3.49M	Buy	92,968 +5,339	+6%	+$196K	0.08%	223
2025 Q1	$3.23M	Buy	87,629 +23,836	+37%	+$884K	0.07%	239
2024 Q4	$2.35M	Buy	63,793 +16,459	+35%	+$612K	0.05%	294
2024 Q3	$1.78M	Buy	47,334 +31,391	+197%	+$1.16M	0.04%	327
2024 Q2	$578K	Buy	+15,943	New	+$576K	0.02%	503

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

Great Valley Advisor Group's USHY Position: Q2 2026 in Review

Great Valley Advisor Group increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 7.7% in Q2 2026, buying an estimated $321K and bringing the position to 121,579 shares worth $4.5M. The position accounts for 0.07% of the portfolio, ranked #244.

Great Valley Advisor Group first reported a position in USHY in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.04M in Q4 2025. 676 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Great Valley Advisor Group held 121,579 shares of iShares Broad USD High Yield Corporate Bond ETF worth $4.5M as of Q2 2026.
Great Valley Advisor Group bought 8,674 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $321K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.07% of Great Valley Advisor Group's portfolio in Q2 2026, its #244 holding.
Great Valley Advisor Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Great Valley Advisor Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $5.04M in Q4 2025.
676 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.