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Moneta Group Investment Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Moneta Group Investment Advisors’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 		$2.42M Buy
65,453
+1,122
+2% +$41.5K 0.02% 279
2026
Q1 		$2.37M Sell
64,331
-2,303
-3% -$85.9K 0.02% 250
2025
Q4 		$2.49M Sell
66,634
-1,408
-2% -$52.7K 0.02% 244
2025
Q3 		$2.57M Sell
68,042
-9,183
-12% -$344K 0.02% 240
2025
Q2 		$2.9M Buy
77,225
+2,762
+4% +$101K 0.03% 184
2025
Q1 		$2.74M Sell
74,463
-5,701
-7% -$211K 0.04% 174
2024
Q4 		$2.95M Sell
80,164
-12,056
-13% -$448K 0.04% 170
2024
Q3 		$3.47M Sell
92,220
-15,823
-15% -$585K 0.05% 151
2024
Q2 		$3.92M Sell
108,043
-5,123
-5% -$185K 0.06% 138
2024
Q1 		$4.14M Sell
113,166
-13,818
-11% -$502K 0.07% 134
2023
Q4 		$4.62M Sell
126,984
-11,709
-8% -$411K 0.09% 113
2023
Q3 		$4.81M Buy
138,693
+2,152
+2% +$75.6K 0.11% 107
2023
Q2 		$4.82M Sell
136,541
-3,560
-3% -$125K 0.11% 104
2023
Q1 		$4.98M Buy
140,101
+4,901
+4% +$172K 0.12% 99
2022
Q4 		$4.82M Buy
135,200
+5,605
+4% +$194K 0.13% 97
2022
Q3 		$4.36M Sell
129,595
-1,745
-1% -$62K 0.17% 90
2022
Q2 		$4.55M Buy
131,340
+5,555
+4% +$204K 0.16% 96
2022
Q1 		$4.89M Buy
125,785
+10,854
+9% +$429K 0.19% 86
2021
Q4 		$4.73M Buy
114,931
+4,545
+4% +$187K 0.19% 86
2021
Q3 		$4.58M Buy
110,386
+11,393
+12% +$474K 0.21% 77
2021
Q2 		$4.13M Buy
98,993
+6,082
+7% +$251K 0.19% 88
2021
Q1 		$3.83M Buy
92,911
+16,178
+21% +$666K 0.2% 84
2020
Q4 		$3.17M Buy
76,733
+3,716
+5% +$150K 0.23% 78
2020
Q3 		$2.88M Buy
73,017
+21,604
+42% +$853K 0.25% 72
2020
Q2 		$1.97M Buy
51,413
+4,258
+9% +$159K 0.19% 90
2020
Q1 		$1.67M Buy
47,155
+1,827
+4% +$72.2K 0.17% 87
2019
Q4 		$1.86M Buy
45,328
+2,862
+7% +$117K 0.16% 92
2019
Q3 		$1.74M Buy
42,466
+2,139
+5% +$87.3K 0.16% 94
2019
Q2 		$1.65M Buy
+40,327
New +$1.64M 0.16% 85

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

Moneta Group Investment Advisors's USHY Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 1.7% in Q2 2026, buying an estimated $41.5K and bringing the position to 65,453 shares worth $2.42M. The position accounts for 0.02% of the portfolio, ranked #279.

Moneta Group Investment Advisors first reported a position in USHY in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.98M in Q1 2023. 674 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Moneta Group Investment Advisors held 65,453 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2.42M as of Q2 2026.
  • Moneta Group Investment Advisors bought 1,122 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $41.5K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #279 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • Moneta Group Investment Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $4.98M in Q1 2023.
  • 674 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.