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

Nations 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	$443K	Buy	11,975 +2,712	+29%	+$100K	0.02%	569
2026 Q1	$341K	Buy	9,263 +1,620	+21%	+$60.4K	0.02%	626
2025 Q4	$286K	Buy	7,643 +219	+3%	+$8.2K	0.02%	643
2025 Q3	$280K	Sell	7,424 -383	-5%	-$14.4K	0.02%	607
2025 Q2	$293K	Buy	+7,807	New	+$286K	0.02%	566
2025 Q1	–	Sell	-5,813	Closed	-$214K	–	709
2024 Q4	$214K	Buy	5,813 +149	+3%	+$5.54K	0.02%	630
2024 Q3	$213K	Buy	+5,664	New	+$209K	0.02%	635

Other funds holding USHY

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

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

Nations Financial Group increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 29% in Q2 2026, buying an estimated $100K and bringing the position to 11,975 shares worth $443K. The position accounts for 0.02% of the portfolio, ranked #569.

Nations Financial Group first reported a position in USHY in Q3 2024 and has held it in 7 quarters since. 180 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Nations Financial Group held 11,975 shares of iShares Broad USD High Yield Corporate Bond ETF worth $443K as of Q2 2026.
Nations Financial Group bought 2,712 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $100K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #569 holding.
Nations Financial Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
180 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.