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

JFS Wealth 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	$96.5K	Buy	2,608 +2,492	+2,148%	+$92.2K	﹤0.01%	439
2026 Q1	$4.27K	Sell	116 -33	-22%	-$1.23K	﹤0.01%	1251
2025 Q4	$5.57K	Buy	149 +81	+119%	+$3.03K	﹤0.01%	1192
2025 Q3	$2.57K	Hold	68	–	–	﹤0.01%	1367
2025 Q2	$2.55K	Sell	68 -667	-91%	-$24.5K	﹤0.01%	1328
2025 Q1	$27.1K	Buy	+735	New	+$27.3K	﹤0.01%	598
2024 Q2	–	Sell	-1,659	Closed	-$60.7K	–	2048
2024 Q1	$60.7K	Buy	+1,659	New	+$60.3K	﹤0.01%	392

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

JFS Wealth Advisors's USHY Position: Q2 2026 in Review

JFS Wealth Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 2,148% in Q2 2026, buying an estimated $92.2K and bringing the position to 2,608 shares worth $96.5K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

JFS Wealth Advisors first reported a position in USHY in Q1 2024 and has held it in 7 quarters since. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

JFS Wealth Advisors held 2,608 shares of iShares Broad USD High Yield Corporate Bond ETF worth $96.5K as of Q2 2026.
JFS Wealth Advisors bought 2,492 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $92.2K.
iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #439 holding.
JFS Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2024 and has held it in 7 quarters since.
668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.