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Hazlett, Burt & Watson’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Hazlett, Burt & Watson’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 		$7K Buy
197
+3
+2% +$111 ﹤0.01% 744
2026
Q1 		$7K Sell
194
-68
-26% -$2.54K ﹤0.01% 749
2025
Q4 		$10K Buy
262
+75
+40% +$2.81K ﹤0.01% 711
2025
Q3 		$7K Buy
187
+3
+2% +$112 ﹤0.01% 711
2025
Q2 		$7K Buy
184
+3
+2% +$110 ﹤0.01% 645
2025
Q1 		$7K Buy
181
+2
+1% +$74 ﹤0.01% 627
2024
Q4 		$7K Buy
179
+4
+2% +$149 ﹤0.01% 590
2024
Q3 		$7K Sell
175
-460
-72% -$17K ﹤0.01% 570
2024
Q2 		$23K Buy
635
+466
+276% +$16.8K 0.01% 433
2024
Q1 		$6K Buy
169
+2
+1% +$73 ﹤0.01% 567
2023
Q4 		$6K Buy
167
+4
+2% +$140 ﹤0.01% 550
2023
Q3 		$6K Buy
163
+2
+1% +$70 ﹤0.01% 554
2023
Q2 		$6K Buy
161
+3
+2% +$105 ﹤0.01% 545
2023
Q1 		$6K Buy
158
+2
+1% +$70 ﹤0.01% 513
2022
Q4 		$5K Buy
156
+3
+2% +$104 ﹤0.01% 525
2022
Q3 		$5K Buy
153
+1
+0.7% +$36 ﹤0.01% 516
2022
Q2 		$5K Buy
+152
New +$5.57K ﹤0.01% 514

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hazlett, Burt & Watson's USHY Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 1.5% in Q2 2026, buying an estimated $111 and bringing the position to 197 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Hazlett, Burt & Watson first reported a position in USHY in Q2 2022 and has held it in 17 quarters since. The position peaked at $23K in Q2 2024. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Hazlett, Burt & Watson held 197 shares of iShares Broad USD High Yield Corporate Bond ETF worth $7K as of Q2 2026.
  • Hazlett, Burt & Watson bought 3 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $111.
  • iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #744 holding.
  • Hazlett, Burt & Watson first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Hazlett, Burt & Watson's iShares Broad USD High Yield Corporate Bond ETF position peaked at $23K in Q2 2024.
  • 668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.