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Grimes & Company’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Grimes & Company’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 		$447K Sell
12,081
-8,882
-42% -$329K 0.01% 327
2026
Q1 		$772K Sell
20,963
-4,589,270
-100% -$171M 0.02% 255
2025
Q4 		$172M Buy
4,610,233
+30,972
+0.7% +$1.16M 4.12% 5
2025
Q3 		$173M Buy
4,579,261
+133,855
+3% +$5.02M 4.27% 4
2025
Q2 		$167M Buy
+4,445,406
New +$163M 4.54% 4

Other funds holding USHY

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Grimes & Company's USHY Position: Q2 2026 in Review

Grimes & Company reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 42% in Q2 2026, selling an estimated $329K and leaving 12,081 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #327.

Grimes & Company first reported a position in USHY in Q2 2025 and has held it in 5 quarters since. The position peaked at $173M in Q3 2025. 259 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Grimes & Company held 12,081 shares of iShares Broad USD High Yield Corporate Bond ETF worth $447K as of Q2 2026.
  • Grimes & Company sold 8,882 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $329K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #327 holding.
  • Grimes & Company first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Grimes & Company's iShares Broad USD High Yield Corporate Bond ETF position peaked at $173M in Q3 2025.
  • 259 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.