LPL Financial
USHY icon

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

LPL Financial’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 		$204M Buy
5,521,305
+884,683
+19% +$32.7M 0.05% 380
2026
Q1 		$171M Sell
4,636,622
-826,070
-15% -$30.8M 0.05% 386
2025
Q4 		$204M Buy
5,462,692
+453,495
+9% +$17M 0.06% 323
2025
Q3 		$189M Buy
5,009,197
+632,823
+14% +$23.7M 0.06% 321
2025
Q2 		$164M Sell
4,376,374
-469,783
-10% -$17.2M 0.05% 320
2025
Q1 		$178M Buy
4,846,157
+1,008,873
+26% +$37.4M 0.07% 264
2024
Q4 		$141M Buy
3,837,284
+183,744
+5% +$6.83M 0.06% 295
2024
Q3 		$138M Buy
3,653,540
+426,720
+13% +$15.8M 0.06% 279
2024
Q2 		$117M Buy
3,226,820
+128,654
+4% +$4.65M 0.06% 293
2024
Q1 		$113M Buy
3,098,166
+8,273
+0.3% +$301K 0.06% 286
2023
Q4 		$112M Buy
3,089,893
+574,886
+23% +$20.2M 0.07% 256
2023
Q3 		$87.3M Buy
2,515,007
+83,535
+3% +$2.93M 0.06% 277
2023
Q2 		$85.8M Sell
2,431,472
-224,168
-8% -$7.86M 0.06% 284
2023
Q1 		$94.4M Sell
2,655,640
-1,729,237
-39% -$60.8M 0.07% 246
2022
Q4 		$151M Buy
4,384,877
+346,392
+9% +$12M 0.13% 153
2022
Q3 		$136M Sell
4,038,485
-372,353
-8% -$13.2M 0.13% 150
2022
Q2 		$153M Buy
4,410,838
+228,208
+5% +$8.37M 0.15% 138
2022
Q1 		$163M Sell
4,182,630
-11,024,535
-72% -$436M 0.14% 139
2021
Q4 		$626M Buy
15,207,165
+691,727
+5% +$28.4M 0.53% 30
2021
Q3 		$602M Buy
14,515,438
+1,519,550
+12% +$63.2M 0.57% 27
2021
Q2 		$542M Buy
12,995,888
+1,131,117
+10% +$46.7M 0.55% 28
2021
Q1 		$489M Buy
11,864,771
+759,740
+7% +$31.3M 0.56% 31
2020
Q4 		$458M Buy
11,105,031
+265,617
+2% +$10.7M 0.59% 29
2020
Q3 		$428M Buy
10,839,414
+466,706
+4% +$18.4M 0.67% 28
2020
Q2 		$396M Buy
10,372,708
+247,857
+2% +$9.26M 0.69% 26
2020
Q1 		$359M Buy
10,124,851
+366,155
+4% +$14.5M 0.77% 25
2019
Q4 		$401M Buy
9,758,696
+669,973
+7% +$27.3M 0.73% 25
2019
Q3 		$372M Buy
9,088,723
+9,083,333
+168,522% +$371M 0.76% 24
2019
Q2 		$221K Buy
+5,390
New +$219K ﹤0.01% 2948

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

LPL Financial's USHY Position: Q2 2026 in Review

LPL Financial increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 19% in Q2 2026, buying an estimated $32.7M and bringing the position to 5,521,305 shares worth $204M. The position accounts for 0.05% of the portfolio, ranked #380.

LPL Financial first reported a position in USHY in Q2 2019 and has held it in 29 quarters since. The position peaked at $626M in Q4 2021. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • LPL Financial held 5,521,305 shares of iShares Broad USD High Yield Corporate Bond ETF worth $204M as of Q2 2026.
  • LPL Financial bought 884,683 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $32.7M.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.05% of LPL Financial's portfolio in Q2 2026, its #380 holding.
  • LPL Financial first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • LPL Financial's iShares Broad USD High Yield Corporate Bond ETF position peaked at $626M in Q4 2021.
  • 668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.