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

Kovack 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	$270K	Buy	7,320 +19	+0.3%	+$703	0.01%	852
2026 Q1	$268K	Sell	7,301 -6	-0.1%	-$224	0.01%	799
2025 Q4	$273K	Buy	7,307 +1,843	+34%	+$69K	0.01%	790
2025 Q3	$206K	Sell	5,464 -516	-9%	-$19.3K	0.02%	568
2025 Q2	$224K	Sell	5,980 -463	-7%	-$17K	0.02%	531
2025 Q1	$237K	Buy	+6,443	New	+$239K	0.03%	485

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

Kovack Advisors's USHY Position: Q2 2026 in Review

Kovack Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 0.26% in Q2 2026, buying an estimated $703 and bringing the position to 7,320 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #852.

Kovack Advisors first reported a position in USHY in Q1 2025 and has held it in 6 quarters since. The position peaked at $273K in Q4 2025. 673 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Kovack Advisors held 7,320 shares of iShares Broad USD High Yield Corporate Bond ETF worth $270K as of Q2 2026.
Kovack Advisors bought 19 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $703.
iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #852 holding.
Kovack Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Kovack Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $273K in Q4 2025.
673 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.