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

LRI 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	$1.44K	Hold	39	–	–	﹤0.01%	1309
2026 Q1	$1.44K	Hold	39	–	–	﹤0.01%	1289
2025 Q4	$1.46K	Hold	39	–	–	﹤0.01%	1237
2025 Q3	$1.47K	Hold	39	–	–	﹤0.01%	1234
2025 Q2	$1.46K	Hold	39	–	–	﹤0.01%	1189
2025 Q1	$1.44K	Hold	39	–	–	﹤0.01%	1128
2024 Q4	$1.44K	Hold	39	–	–	﹤0.01%	1096
2024 Q3	$1.45K	Hold	39	–	–	﹤0.01%	1086
2024 Q2	$1.42K	Hold	39	–	–	﹤0.01%	1080
2024 Q1	$1.43K	Buy	+39	New	+$1.42K	﹤0.01%	778

Other funds holding USHY

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LRI Investments's USHY Position: Q2 2026 in Review

LRI Investments held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q2 2026 at 39 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

LRI Investments first reported a position in USHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.47K in Q3 2025. 273 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

LRI Investments held 39 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.44K as of Q2 2026.
LRI Investments 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 LRI Investments's portfolio in Q2 2026, its #1309 holding.
LRI Investments first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
LRI Investments's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.47K in Q3 2025.
273 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.