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Invested Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Invested 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 		$697K Buy
18,827
+6,250
+50% +$231K 0.62% 39
2026
Q1 		$463K Buy
12,577
+339
+3% +$12.6K 0.47% 58
2025
Q4 		$458K Buy
+12,238
New +$458K 0.47% 60

Other funds holding USHY

JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Invested Advisors's USHY Position: Q2 2026 in Review

Invested Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 50% in Q2 2026, buying an estimated $231K and bringing the position to 18,827 shares worth $697K. The position accounts for 0.62% of the portfolio, ranked #39.

Invested Advisors first reported a position in USHY in Q4 2025 and has held it in 3 quarters since. 332 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Invested Advisors held 18,827 shares of iShares Broad USD High Yield Corporate Bond ETF worth $697K as of Q2 2026.
  • Invested Advisors bought 6,250 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $231K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.62% of Invested Advisors's portfolio in Q2 2026, its #39 holding.
  • Invested Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 332 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.