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

Mather 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	–	Sell	-29	Closed	-$1.07K	–	1899
2026 Q1	$1.07K	Buy	+29	New	+$1.08K	﹤0.01%	1766
2025 Q4	–	Sell	-273	Closed	-$10.3K	–	1593
2025 Q3	$10.3K	Buy	+273	New	+$10.2K	﹤0.01%	1264
2025 Q2	–	Sell	-849	Closed	-$31.3K	–	1659
2025 Q1	$31.3K	Buy	+849	New	+$31.5K	﹤0.01%	989
2024 Q4	–	Sell	-115	Closed	-$4.33K	–	1786
2024 Q3	$4.33K	Buy	+115	New	+$4.25K	﹤0.01%	1330
2020 Q2	–	Sell	-7,734	Closed	-$275K	–	224
2020 Q1	$275K	Buy	+7,734	New	+$306K	0.02%	117

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

Mather Group's USHY Position: Q2 2026 in Review

Mather Group sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2026, closing a stake of 29 shares — an estimated $1.07K sold.

Mather Group first reported a position in USHY in Q1 2020 and held it in 5 quarters. The position peaked at $275K in Q1 2020. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Mather Group reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Mather Group sold 29 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.07K.
Mather Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2020 and held it in 5 quarters.
Mather Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $275K in Q1 2020.
668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.