MFG
USHY icon

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

Merit 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 		$2.58M Sell
69,783
-73,828
-51% -$2.73M 0.02% 644
2026
Q1 		$5.29M Buy
143,611
+77,503
+117% +$2.89M 0.04% 372
2025
Q4 		$2.47M Buy
66,108
+6,531
+11% +$245K 0.02% 563
2025
Q3 		$2.25M Buy
59,577
+8,956
+18% +$336K 0.02% 533
2025
Q2 		$1.9M Sell
50,621
-21,795
-30% -$799K 0.02% 545
2025
Q1 		$2.67M Sell
72,416
-5,050
-7% -$187K 0.04% 352
2024
Q4 		$2.85M Buy
77,466
+10,893
+16% +$405K 0.05% 287
2024
Q3 		$2.51M Sell
66,573
-1,546
-2% -$57.1K 0.06% 246
2024
Q2 		$2.47M Sell
68,119
-1,275
-2% -$46.1K 0.05% 239
2024
Q1 		$2.51M Buy
69,394
+54,074
+353% +$1.97M 0.06% 236
2023
Q4 		$557K Sell
15,320
-56,536
-79% -$1.98M 0.02% 459
2023
Q3 		$2.49M Buy
71,856
+56,130
+357% +$1.97M 0.08% 190
2023
Q2 		$555K Buy
15,726
+4,307
+38% +$151K 0.02% 447
2023
Q1 		$406K Buy
11,419
+1,676
+17% +$58.9K 0.01% 446
2022
Q4 		$336K Buy
+9,743
New +$337K 0.01% 516
2022
Q3 		– Sell
-5,846
Closed -$202K – 645
2022
Q2 		$202K Buy
+5,846
New +$214K 0.01% 519

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

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

Merit Financial Group reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 51% in Q2 2026, selling an estimated $2.73M and leaving 69,783 shares worth $2.58M. The position accounts for 0.02% of the portfolio, ranked #644.

Merit Financial Group first reported a position in USHY in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.29M in Q1 2026. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Merit Financial Group held 69,783 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2.58M as of Q2 2026.
  • Merit Financial Group sold 73,828 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.73M.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #644 holding.
  • Merit Financial Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Merit Financial Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $5.29M in Q1 2026.
  • 668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.