Koss-Olinger Consulting’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Koss-Olinger Consulting’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	$43.8M	Sell	1,183,714 -72,874	-6%	-$2.7M	3.38%	8
2026 Q1	$46.3M	Sell	1,256,588 -221,759	-15%	-$8.27M	3.88%	7
2025 Q4	$55.3M	Buy	1,478,347 +270,896	+22%	+$10.1M	4.28%	5
2025 Q3	$45.3M	Sell	1,207,451 -5,059	-0.4%	-$190K	3.74%	5
2025 Q2	$45.5M	Sell	1,212,510 -101,105	-8%	-$3.71M	3.73%	5
2025 Q1	$48.4M	Buy	1,313,615 +14,881	+1%	+$552K	4.07%	4
2024 Q4	$47.8M	Buy	1,298,734 +47,137	+4%	+$1.75M	4.19%	4
2024 Q3	$47.1M	Buy	1,251,597 +14,159	+1%	+$523K	4.09%	4
2024 Q2	$44.9M	Buy	+1,237,438	New	+$44.7M	4.15%	6
2024 Q1	–	Sell	-1,787,745	Closed	-$65M	–	298
2023 Q4	$65M	Sell	1,787,745 -6,557	-0.4%	-$230K	6.38%	2
2023 Q3	$62.3M	Buy	1,794,302 +2,657	+0.1%	+$93.3K	9.19%	1
2023 Q2	$63.2M	Sell	1,791,645 -13,604	-0.8%	-$477K	7.34%	3
2023 Q1	$64.2M	Buy	+1,805,249	New	+$63.5M	8%	3

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

Koss-Olinger Consulting's USHY Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 5.8% in Q2 2026, selling an estimated $2.7M and leaving 1,183,714 shares worth $43.8M. The position accounts for 3.38% of the portfolio, ranked #8.

Koss-Olinger Consulting first reported a position in USHY in Q1 2023 and has held it in 13 quarters since. The position peaked at $65M in Q4 2023. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Koss-Olinger Consulting held 1,183,714 shares of iShares Broad USD High Yield Corporate Bond ETF worth $43.8M as of Q2 2026.
Koss-Olinger Consulting sold 72,874 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.7M.
iShares Broad USD High Yield Corporate Bond ETF made up 3.38% of Koss-Olinger Consulting's portfolio in Q2 2026, its #8 holding.
Koss-Olinger Consulting first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
Koss-Olinger Consulting's iShares Broad USD High Yield Corporate Bond ETF position peaked at $65M in Q4 2023.
672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.