Heritage Family Offices’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Heritage Family Offices’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	$4.12M	Sell	111,311 -56,261	-34%	-$2.08M	1.59%	15
2026 Q1	$6.17M	Sell	167,572 -70,188	-30%	-$2.62M	2.74%	6
2025 Q4	$8.89M	Buy	237,760 +1,720	+0.7%	+$64.4K	4.04%	4
2025 Q3	$8.92M	Sell	236,040 -15,427	-6%	-$578K	4.15%	4
2025 Q2	$9.25M	Buy	251,467 +43	+0%	+$1.58K	4.68%	3
2025 Q1	$9.25M	Sell	251,424 -5,531	-2%	-$205K	4.73%	3
2024 Q4	$9.45M	Buy	256,955 +13,981	+6%	+$520K	4.72%	4
2024 Q3	$9.15M	Buy	242,974 +1,927	+0.8%	+$71.2K	4.72%	4
2024 Q2	$8.75M	Buy	+241,047	New	+$8.72M	4.85%	4

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

Heritage Family Offices's USHY Position: Q2 2026 in Review

Heritage Family Offices reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 34% in Q2 2026, selling an estimated $2.08M and leaving 111,311 shares worth $4.12M. The position accounts for 1.59% of the portfolio, ranked #15.

Heritage Family Offices first reported a position in USHY in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.45M in Q4 2024. 669 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Heritage Family Offices held 111,311 shares of iShares Broad USD High Yield Corporate Bond ETF worth $4.12M as of Q2 2026.
Heritage Family Offices sold 56,261 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.08M.
iShares Broad USD High Yield Corporate Bond ETF made up 1.59% of Heritage Family Offices's portfolio in Q2 2026, its #15 holding.
Heritage Family Offices first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's iShares Broad USD High Yield Corporate Bond ETF position peaked at $9.45M in Q4 2024.
669 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.