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Larson Financial Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Larson Financial Group’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 		$80.6K Buy
2,178
+1,514
+228% +$56K ﹤0.01% 1294
2026
Q1 		$24.5K Buy
664
+65
+11% +$2.42K ﹤0.01% 1737
2025
Q4 		$22.4K Sell
599
-152
-20% -$5.69K ﹤0.01% 1650
2025
Q3 		$28.4K Buy
751
+159
+27% +$5.96K ﹤0.01% 1446
2025
Q2 		$22.2K Buy
592
+30
+5% +$1.1K ﹤0.01% 1442
2025
Q1 		$20.7K Sell
562
-498
-47% -$18.5K ﹤0.01% 1352
2024
Q4 		$39K Buy
1,060
+1,056
+26,400% +$39.3K ﹤0.01% 976
2024
Q3 		$151 Hold
4
– – ﹤0.01% 2454
2024
Q2 		$145 Hold
4
– – ﹤0.01% 2165
2024
Q1 		$146 Hold
4
– – ﹤0.01% 1668
2023
Q4 		$145 Sell
4
-1,803
-100% -$63.2K ﹤0.01% 1678
2023
Q3 		$62.7K Hold
1,807
– – 0.01% 548
2023
Q2 		$63.8K Sell
1,807
-4,060
-69% -$142K 0.01% 506
2023
Q1 		$209K Buy
5,867
+2,620
+81% +$92.1K 0.02% 307
2022
Q4 		$112K Buy
3,247
+1,442
+80% +$49.8K 0.01% 387
2022
Q3 		$61K Hold
1,805
– – 0.01% 433
2022
Q2 		$62K Sell
1,805
-291
-14% -$10.7K 0.01% 330
2022
Q1 		$81K Hold
2,096
– – 0.01% 303
2021
Q4 		$86K Buy
2,096
+2
+0.1% +$82 0.01% 298
2021
Q3 		$87K Buy
2,094
+1,722
+463% +$71.6K 0.02% 219
2021
Q2 		$16K Buy
372
+61
+20% +$2.52K ﹤0.01% 484
2021
Q1 		$13K Hold
311
– – ﹤0.01% 496
2020
Q4 		$13K Buy
311
+54
+21% +$2.18K ﹤0.01% 460
2020
Q3 		$10K Buy
257
+54
+27% +$2.13K ﹤0.01% 439
2020
Q2 		$8K Buy
203
+3
+2% +$112 ﹤0.01% 431
2020
Q1 		$7K Buy
+200
New +$7.9K ﹤0.01% 340

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

Larson Financial Group's USHY Position: Q2 2026 in Review

Larson Financial Group increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 228% in Q2 2026, buying an estimated $56K and bringing the position to 2,178 shares worth $80.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Larson Financial Group first reported a position in USHY in Q1 2020 and has held it in 26 quarters since. The position peaked at $209K in Q1 2023. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Larson Financial Group held 2,178 shares of iShares Broad USD High Yield Corporate Bond ETF worth $80.6K as of Q2 2026.
  • Larson Financial Group bought 1,514 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $56K.
  • iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1294 holding.
  • Larson Financial Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Larson Financial Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $209K in Q1 2023.
  • 668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.