Joel Adams & Associates’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Joel Adams & Associates’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	$2.24M	Buy	60,476 +2,404	+4%	+$89K	1.44%	17
2026 Q1	$2.14M	Buy	58,072 +3,079	+6%	+$115K	1.59%	13
2025 Q4	$2.06M	Buy	54,993 +7,645	+16%	+$286K	1.55%	14
2025 Q3	$1.79M	Buy	47,348 +3,441	+8%	+$129K	1.44%	14
2025 Q2	$1.65M	Buy	43,907 +2,267	+5%	+$83.1K	1.46%	14
2025 Q1	$1.53M	Buy	41,640 +3,692	+10%	+$137K	1.38%	14
2024 Q4	$1.4M	Buy	+37,948	New	+$1.41M	1.27%	15

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

Joel Adams & Associates's USHY Position: Q2 2026 in Review

Joel Adams & Associates increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 4.1% in Q2 2026, buying an estimated $89K and bringing the position to 60,476 shares worth $2.24M. The position accounts for 1.44% of the portfolio, ranked #17.

Joel Adams & Associates first reported a position in USHY in Q4 2024 and has held it in 7 quarters since. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Joel Adams & Associates held 60,476 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2.24M as of Q2 2026.
Joel Adams & Associates bought 2,404 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $89K.
iShares Broad USD High Yield Corporate Bond ETF made up 1.44% of Joel Adams & Associates's portfolio in Q2 2026, its #17 holding.
Joel Adams & Associates first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.