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

Naples Global 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 		$852K Sell
23,002
-135
-0.6% -$5K 0.05% 265
2026
Q1 		$852K Sell
23,137
-750
-3% -$28K 0.06% 252
2025
Q4 		$893K Buy
23,887
+2,220
+10% +$83.1K 0.07% 245
2025
Q3 		$819K Sell
21,667
-150
-0.7% -$5.62K 0.06% 260
2025
Q2 		$818K Sell
21,817
-1,299
-6% -$47.6K 0.07% 251
2025
Q1 		$851K Sell
23,116
-2,080
-8% -$77.1K 0.08% 238
2024
Q4 		$927K Sell
25,196
-1,070
-4% -$39.8K 0.09% 233
2024
Q3 		$989K Sell
26,266
-2,740
-9% -$101K 0.09% 232
2024
Q2 		$1.05M Sell
29,006
-7,735
-21% -$280K 0.11% 213
2024
Q1 		$1.34M Sell
36,741
-6,055
-14% -$220K 0.14% 182
2023
Q4 		$1.56M Sell
42,796
-7,840
-15% -$275K 0.17% 164
2023
Q3 		$1.76M Sell
50,636
-3,540
-7% -$124K 0.21% 131
2023
Q2 		$1.91M Sell
54,176
-1,240
-2% -$43.5K 0.22% 126
2023
Q1 		$1.97M Sell
55,416
-2,705
-5% -$95.1K 0.25% 120
2022
Q4 		$2.01M Sell
58,121
-825
-1% -$28.5K 0.26% 119
2022
Q3 		$1.98M Sell
58,946
-1,000
-2% -$35.6K 0.27% 113
2022
Q2 		$2.08M Buy
59,946
+300
+0.5% +$11K 0.27% 117
2022
Q1 		$2.32M Buy
59,646
+3,366
+6% +$133K 0.27% 118
2021
Q4 		$2.32M Sell
56,280
-141
-0.2% -$5.8K 0.27% 110
2021
Q3 		$2.34M Buy
56,421
+5,059
+10% +$210K 0.31% 97
2021
Q2 		$2.14M Buy
51,362
+2,785
+6% +$115K 0.3% 104
2021
Q1 		$2M Buy
48,577
+4,212
+9% +$173K 0.3% 100
2020
Q4 		$1.83M Buy
44,365
+1,605
+4% +$64.7K 0.31% 97
2020
Q3 		$1.69M Buy
42,760
+1,885
+5% +$74.4K 0.33% 91
2020
Q2 		$1.56M Buy
40,875
+10,080
+33% +$377K 0.34% 94
2020
Q1 		$1.09M Sell
30,795
-495
-2% -$19.6K 0.29% 112
2019
Q4 		$1.29M Buy
31,290
+1,655
+6% +$67.4K 0.27% 122
2019
Q3 		$1.21M Buy
29,635
+1,850
+7% +$75.5K 0.28% 118
2019
Q2 		$1.14M Buy
+27,785
New +$1.13M 0.28% 119

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

Naples Global Advisors's USHY Position: Q2 2026 in Review

Naples Global Advisors reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 0.58% in Q2 2026, selling an estimated $5K and leaving 23,002 shares worth $852K. The position accounts for 0.05% of the portfolio, ranked #265.

Naples Global Advisors first reported a position in USHY in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.34M in Q3 2021. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Naples Global Advisors held 23,002 shares of iShares Broad USD High Yield Corporate Bond ETF worth $852K as of Q2 2026.
  • Naples Global Advisors sold 135 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $5K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.05% of Naples Global Advisors's portfolio in Q2 2026, its #265 holding.
  • Naples Global 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.
  • Naples Global Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $2.34M in Q3 2021.
  • 668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.