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

Heritage Oak 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	$1.43M	Buy	+38,618	New	+$1.43M	0.42%	29
2026 Q1	–	Sell	-87,497	Closed	-$3.27M	–	94
2025 Q4	$3.27M	Sell	87,497 -7,765	-8%	-$291K	1.21%	12
2025 Q3	$3.6M	Buy	95,262 +2,638	+3%	+$98.9K	1.31%	15
2025 Q2	$3.47M	Buy	92,624 +72,498	+360%	+$2.66M	1.34%	13
2025 Q1	$741K	Sell	20,126 -58,075	-74%	-$2.15M	0.33%	39
2024 Q4	$2.88M	Buy	78,201 +25,255	+48%	+$939K	1.35%	14
2024 Q3	$1.99M	Buy	+52,946	New	+$1.96M	0.92%	30

Other funds holding USHY

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Heritage Oak Wealth Advisors's USHY Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2026: 38,618 shares worth $1.43M. The stake represents 0.42% of the portfolio and ranks #29 among its holdings. This is a return to the name: Heritage Oak Wealth Advisors previously reported a position in USHY as recently as Q4 2025.

Heritage Oak Wealth Advisors first reported a position in USHY in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.6M in Q3 2025. 181 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Heritage Oak Wealth Advisors held 38,618 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.43M as of Q2 2026.
iShares Broad USD High Yield Corporate Bond ETF was a new Heritage Oak Wealth Advisors position in Q2 2026.
iShares Broad USD High Yield Corporate Bond ETF made up 0.42% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Heritage Oak Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Heritage Oak Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $3.6M in Q3 2025.
181 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.