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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$310K Hold
8,314
0.11% 172
2025
Q1
$306K Hold
8,314
0.12% 170
2024
Q4
$308K Hold
8,314
0.12% 168
2024
Q3
$313K Hold
8,314
0.12% 173
2024
Q2
$302K Hold
8,314
0.1% 187
2024
Q1
$304K Hold
8,314
0.1% 189
2023
Q4
$303K Hold
8,314
0.11% 183
2023
Q3
$281K Hold
8,314
0.11% 176
2023
Q2
$296K Hold
8,314
0.12% 182
2023
Q1
$292K Hold
8,314
0.13% 182
2022
Q4
$298K Sell
8,314
-380,396
-98% -$13.1M 0.13% 181
2022
Q3
$13.1M Buy
388,710
+58,707
+18% +$2.09M 6.59% 1
2022
Q2
$11.6M Buy
330,003
+9,963
+3% +$365K 5.77% 1
2022
Q1
$12.4M Buy
+320,040
New +$12.6M 5.77% 1

Other funds holding USHY

My Legacy Advisors's USHY Position: Q2 2025 in Review

My Legacy Advisors held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q2 2025 at 8,314 shares worth $310K. The position accounts for 0.11% of the portfolio, ranked #172.

My Legacy Advisors first reported a position in USHY in Q1 2022 and has held it in 14 quarters since. The position peaked at $13.1M in Q3 2022. 577 funds tracked by Wall St. Rank hold USHY as of Q2 2025.

  • My Legacy Advisors held 8,314 shares of iShares Broad USD High Yield Corporate Bond ETF worth $310K as of Q2 2025.
  • My Legacy Advisors left its iShares Broad USD High Yield Corporate Bond ETF share count unchanged in Q2 2025.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.11% of My Legacy Advisors's portfolio in Q2 2025, its #172 holding.
  • My Legacy Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $13.1M in Q3 2022.
  • 577 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.