Grey Fox Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Grey Fox Wealth 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	$10.5M	Buy	283,961 +21,936	+8%	+$812K	1.65%	12
2026 Q1	$9.65M	Buy	262,025 +72,077	+38%	+$2.69M	1.86%	12
2025 Q4	$7.1M	Buy	189,948 +12,602	+7%	+$472K	1.45%	13
2025 Q3	$6.7M	Buy	177,346 +9,553	+6%	+$358K	1.37%	13
2025 Q2	$6.29M	Buy	167,793 +5,382	+3%	+$197K	1.5%	12
2025 Q1	$5.98M	Buy	162,411 +10,061	+7%	+$373K	1.59%	14
2024 Q4	$5.6M	Buy	152,350 +8,530	+6%	+$317K	1.54%	12
2024 Q3	$5.41M	Buy	143,820 +33,509	+30%	+$1.24M	1.51%	12
2024 Q2	$4M	Buy	110,311 +8,559	+8%	+$309K	1.41%	14
2024 Q1	$3.72M	Buy	101,752 +20,236	+25%	+$735K	1.4%	13
2023 Q4	$2.96M	Buy	81,516 +14,472	+22%	+$507K	1.29%	15
2023 Q3	$2.33M	Buy	+67,044	New	+$2.36M	1.17%	20
2023 Q2	–	Sell	-30	Closed	-$1.07K	–	484
2023 Q1	$1.07K	Buy	+30	New	+$1.05K	﹤0.01%	457

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

Grey Fox Wealth Advisors's USHY Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 8.4% in Q2 2026, buying an estimated $812K and bringing the position to 283,961 shares worth $10.5M. The position accounts for 1.65% of the portfolio, ranked #12.

Grey Fox Wealth Advisors first reported a position in USHY in Q1 2023 and has held it in 13 quarters since. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Grey Fox Wealth Advisors held 283,961 shares of iShares Broad USD High Yield Corporate Bond ETF worth $10.5M as of Q2 2026.
Grey Fox Wealth Advisors bought 21,936 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $812K.
iShares Broad USD High Yield Corporate Bond ETF made up 1.65% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Grey Fox Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.