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Independent Financial Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Independent Financial Group’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 		$1.01M Buy
27,375
+8,097
+42% +$300K 0.02% 683
2026
Q1 		$710K Buy
19,278
+4,771
+33% +$178K 0.02% 761
2025
Q4 		$542K Sell
14,507
-754
-5% -$28.2K 0.01% 865
2025
Q3 		$577K Buy
15,261
+1,790
+13% +$67.1K 0.01% 785
2025
Q2 		$505K Buy
+13,471
New +$494K 0.01% 779

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Financial Group's USHY Position: Q2 2026 in Review

Independent Financial Group increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 42% in Q2 2026, buying an estimated $300K and bringing the position to 27,375 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #683.

Independent Financial Group first reported a position in USHY in Q2 2025 and has held it in 5 quarters since. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Independent Financial Group held 27,375 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.01M as of Q2 2026.
  • Independent Financial Group bought 8,097 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $300K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #683 holding.
  • Independent Financial Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2025 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.