Laffer Tengler Investments’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Laffer Tengler Investments’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	$623K	Sell	16,824 -1,409	-8%	-$52.2K	0.08%	122
2026 Q1	$672K	Buy	18,233 +1,420	+8%	+$52.9K	0.1%	121
2025 Q4	$629K	Buy	+16,813	New	+$630K	0.1%	110
2020 Q4	–	Sell	-200	Closed	-$7.89K	–	306
2020 Q3	$7.89K	Hold	200	–	–	﹤0.01%	254
2020 Q2	$7.64K	Buy	+200	New	+$7.47K	﹤0.01%	244

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

Laffer Tengler Investments's USHY Position: Q2 2026 in Review

Laffer Tengler Investments reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 7.7% in Q2 2026, selling an estimated $52.2K and leaving 16,824 shares worth $623K. The position accounts for 0.08% of the portfolio, ranked #122.

Laffer Tengler Investments first reported a position in USHY in Q2 2020 and has held it in 5 quarters since. The position peaked at $672K in Q1 2026. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Laffer Tengler Investments held 16,824 shares of iShares Broad USD High Yield Corporate Bond ETF worth $623K as of Q2 2026.
Laffer Tengler Investments sold 1,409 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $52.2K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.08% of Laffer Tengler Investments's portfolio in Q2 2026, its #122 holding.
Laffer Tengler Investments first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2020 and has held it in 5 quarters since.
Laffer Tengler Investments's iShares Broad USD High Yield Corporate Bond ETF position peaked at $672K in Q1 2026.
668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.