Mutual Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Mutual 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	$752K	Sell	20,305 -50,656	-71%	-$1.88M	0.01%	756
2026 Q1	$2.61M	Buy	70,961 +16,489	+30%	+$615K	0.06%	320
2025 Q4	$2.04M	Buy	54,472 +31,497	+137%	+$1.18M	0.04%	362
2025 Q3	$864K	Sell	22,975 -24,988	-52%	-$936K	0.02%	629
2025 Q2	$1.8M	Buy	47,963 +23,857	+99%	+$875K	0.04%	348
2025 Q1	$885K	Sell	24,106 -359	-1%	-$13.3K	0.03%	492
2024 Q4	$908K	Sell	24,465 -67,977	-74%	-$2.53M	0.03%	510
2024 Q3	$3.44M	Sell	92,442 -101,463	-52%	-$3.75M	0.1%	183
2024 Q2	$7.13M	Buy	+193,905	New	+$7.01M	0.22%	90
2023 Q4	–	Sell	-8,841	Closed	-$307K	–	1077
2023 Q3	$307K	Buy	+8,841	New	+$311K	0.01%	766

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

Mutual Advisors's USHY Position: Q2 2026 in Review

Mutual Advisors reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 71% in Q2 2026, selling an estimated $1.88M and leaving 20,305 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #756.

Mutual Advisors first reported a position in USHY in Q3 2023 and has held it in 10 quarters since. The position peaked at $7.13M in Q2 2024. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Mutual Advisors held 20,305 shares of iShares Broad USD High Yield Corporate Bond ETF worth $752K as of Q2 2026.
Mutual Advisors sold 50,656 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.88M.
iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #756 holding.
Mutual Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2023 and has held it in 10 quarters since.
Mutual Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $7.13M in Q2 2024.
672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

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