M Holdings Securities’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

M Holdings Securities’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	$1.64M	Buy	44,280 +3,384	+8%	+$125K	0.22%	72
2026 Q1	$1.51M	Buy	40,896 +10,538	+35%	+$393K	0.1%	159
2025 Q4	$1.14M	Buy	+30,358	New	+$1.14M	0.08%	171
2025 Q3	–	Sell	-29,581	Closed	-$1.11M	–	188
2025 Q2	$1.11M	Buy	+29,581	New	+$1.08M	0.19%	83

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

M Holdings Securities's USHY Position: Q2 2026 in Review

M Holdings Securities increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 8.3% in Q2 2026, buying an estimated $125K and bringing the position to 44,280 shares worth $1.64M. The position accounts for 0.22% of the portfolio, ranked #72.

M Holdings Securities first reported a position in USHY in Q2 2025 and has held it in 4 quarters since. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

M Holdings Securities held 44,280 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.64M as of Q2 2026.
M Holdings Securities bought 3,384 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $125K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.22% of M Holdings Securities's portfolio in Q2 2026, its #72 holding.
M Holdings Securities first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.