IFP Advisors’s UBS Asset Management High Yield Credit Fund DHY Stock Holding History

IFP Advisors’s Portfolio DHY Stock Details DHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.96K	Hold	222	–	–	﹤0.01%	3917
2026 Q1	$4.22K	Hold	222	–	–	﹤0.01%	3620
2025 Q4	$4.45K	Hold	222	–	–	﹤0.01%	3472
2025 Q3	$4.58K	Hold	222	–	–	﹤0.01%	3299
2025 Q2	$4.74K	Hold	222	–	–	﹤0.01%	3427
2025 Q1	$4.71K	Hold	222	–	–	﹤0.01%	2865
2024 Q4	$4.76K	Hold	222	–	–	﹤0.01%	2813
2024 Q3	$5.05K	Hold	222	–	–	﹤0.01%	2669
2024 Q2	$4.49K	Hold	222	–	–	﹤0.01%	2601
2024 Q1	$4.49K	Hold	222	–	–	﹤0.01%	2485
2023 Q4	$4.4K	Hold	222	–	–	﹤0.01%	2467
2023 Q3	$4.18K	Hold	222	–	–	﹤0.01%	2581
2023 Q2	$4.2K	Buy	+222	New	+$4.21K	﹤0.01%	2604
2023 Q1	–	Sell	-327	Closed	-$9K	–	3615
2022 Q4	$9K	Buy	327 +2	+0.6%	+$37	﹤0.01%	3438
2022 Q3	$9K	Buy	325 +11	+4%	+$212	﹤0.01%	3705
2022 Q2	$9K	Hold	314	–	–	﹤0.01%	3457
2022 Q1	$9K	Buy	+314	New	+$7.17K	﹤0.01%	3457
2017 Q4	–	Sell	-922	Closed	-$27K	–	3863
2017 Q3	$27K	Hold	922	–	–	﹤0.01%	2407
2017 Q2	$26K	Hold	922	–	–	﹤0.01%	2417
2017 Q1	$25K	Hold	922	–	–	﹤0.01%	2350
2016 Q4	$25K	Sell	922 -180	-16%	-$4.47K	﹤0.01%	2301
2016 Q3	$28K	Hold	1,102	–	–	﹤0.01%	2183
2016 Q2	$27K	Buy	+1,102	New	+$25.8K	﹤0.01%	2145
2016 Q1	–	Sell	-922	Closed	-$21K	–	2596
2015 Q4	$21K	Buy	+922	New	+$21.4K	﹤0.01%	2130

Other funds holding DHY

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

IFP Advisors's DHY Position: Q2 2026 in Review

IFP Advisors held its UBS Asset Management High Yield Credit Fund (DHY) position steady in Q2 2026 at 222 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #3917.

IFP Advisors first reported a position in DHY in Q4 2015 and has held it in 24 quarters since. The position peaked at $28K in Q3 2016. 86 funds tracked by Wall St. Rank hold DHY as of Q2 2026.

IFP Advisors held 222 shares of UBS Asset Management High Yield Credit Fund worth $3.96K as of Q2 2026.
IFP Advisors left its UBS Asset Management High Yield Credit Fund share count unchanged in Q2 2026.
UBS Asset Management High Yield Credit Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3917 holding.
IFP Advisors first reported a position in UBS Asset Management High Yield Credit Fund in Q4 2015 and has held it in 24 quarters since.
IFP Advisors's UBS Asset Management High Yield Credit Fund position peaked at $28K in Q3 2016.
86 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.