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

Kozak & 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 		$35 Hold
1
– – ﹤0.01% 425
2026
Q1 		$34 Sell
1
-81
-99% -$3.02K ﹤0.01% 441
2025
Q4 		$3.08K Buy
+82
New +$3.07K ﹤0.01% 347
2024
Q1 		– Sell
-1
Closed -$53 – 433
2023
Q4 		$53 Sell
1
-1,115
-100% -$39.1K ﹤0.01% 361
2023
Q3 		$38.2K Buy
+1,116
New +$39.2K 0.01% 152

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kozak & Associates's USHY Position: Q2 2026 in Review

Kozak & Associates held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q2 2026 at 1 share worth $35. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Kozak & Associates first reported a position in USHY in Q3 2023 and has held it in 5 quarters since. The position peaked at $38.2K in Q3 2023. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Kozak & Associates held 1 share of iShares Broad USD High Yield Corporate Bond ETF worth $35 as of Q2 2026.
  • Kozak & Associates left its iShares Broad USD High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #425 holding.
  • Kozak & Associates first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2023 and has held it in 5 quarters since.
  • Kozak & Associates's iShares Broad USD High Yield Corporate Bond ETF position peaked at $38.2K in Q3 2023.
  • 668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.