HM Payson & Co’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

HM Payson & Co’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	$2.17M	Hold	58,711	–	–	0.03%	163
2026 Q1	$2.16M	Buy	+58,711	New	+$2.19M	0.03%	157
2025 Q4	–	Sell	-82	Closed	-$3.1K	–	1205
2025 Q3	$3.1K	Buy	+82	New	+$3.07K	﹤0.01%	987
2025 Q1	–	Sell	-1,067	Closed	-$39.3K	–	1083
2024 Q4	$39.3K	Buy	+1,067	New	+$39.7K	﹤0.01%	678
2023 Q4	–	Sell	-53	Closed	-$1.84K	–	1038
2023 Q3	$1.84K	Buy	+53	New	+$1.86K	﹤0.01%	936

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

HM Payson & Co's USHY Position: Q2 2026 in Review

HM Payson & Co held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q2 2026 at 58,711 shares worth $2.17M. The position accounts for 0.03% of the portfolio, ranked #163.

HM Payson & Co first reported a position in USHY in Q3 2023 and has held it in 5 quarters since. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

HM Payson & Co held 58,711 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2.17M as of Q2 2026.
HM Payson & Co left its iShares Broad USD High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares Broad USD High Yield Corporate Bond ETF made up 0.03% of HM Payson & Co's portfolio in Q2 2026, its #163 holding.
HM Payson & Co first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2023 and has held it in 5 quarters since.
668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.