Independent Advisor Alliance’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Independent Advisor Alliance’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	$1.67M	Sell	45,024 -76,257	-63%	-$2.82M	0.04%	319
2026 Q1	$4.47M	Buy	121,281 +86,619	+250%	+$3.23M	0.05%	337
2025 Q4	$1.3M	Buy	34,662 +18,688	+117%	+$700K	0.03%	401
2025 Q3	$603K	Buy	15,974 +6,286	+65%	+$236K	0.02%	570
2025 Q2	$363K	Sell	9,688 -2,936	-23%	-$108K	0.01%	680
2025 Q1	$465K	Sell	12,624 -5,683	-31%	-$211K	0.02%	541
2024 Q4	$674K	Buy	+18,307	New	+$681K	0.01%	847
2020 Q1	–	Sell	-23,656	Closed	-$972K	–	824
2019 Q4	$972K	Buy	+23,656	New	+$963K	0.04%	374

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

Independent Advisor Alliance's USHY Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 63% in Q2 2026, selling an estimated $2.82M and leaving 45,024 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #319.

Independent Advisor Alliance first reported a position in USHY in Q4 2019 and has held it in 8 quarters since. The position peaked at $4.47M in Q1 2026. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Independent Advisor Alliance held 45,024 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.67M as of Q2 2026.
Independent Advisor Alliance sold 76,257 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.82M.
iShares Broad USD High Yield Corporate Bond ETF made up 0.04% of Independent Advisor Alliance's portfolio in Q2 2026, its #319 holding.
Independent Advisor Alliance first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2019 and has held it in 8 quarters since.
Independent Advisor Alliance's iShares Broad USD High Yield Corporate Bond ETF position peaked at $4.47M in Q1 2026.
672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.