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

Newbridge Financial Services 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	$55.5K	Hold	1,500	–	–	0.01%	463
2026 Q1	$55.3K	Hold	1,500	–	–	0.01%	405
2025 Q4	$56.1K	Hold	1,500	–	–	0.01%	409
2025 Q3	$56.7K	Hold	1,500	–	–	0.01%	486
2025 Q2	$56.3K	Hold	1,500	–	–	0.01%	483
2025 Q1	$55.2K	Hold	1,500	–	–	0.01%	349
2024 Q4	$55.2K	Hold	1,500	–	–	0.01%	381
2024 Q3	$56.5K	Buy	1,500 +500	+50%	+$18.5K	0.02%	243
2024 Q2	$36.3K	Hold	1,000	–	–	0.01%	443
2024 Q1	$36.6K	Hold	1,000	–	–	0.02%	463
2023 Q4	$36.4K	Hold	1,000	–	–	0.02%	462
2023 Q3	$34.7K	Sell	1,000 -82	-8%	-$2.88K	0.02%	508
2023 Q2	$38.2K	Buy	1,082 +1	+0.1%	+$35	0.02%	518
2023 Q1	$38.4K	Buy	1,081 +1	+0.1%	+$35	0.02%	528
2022 Q4	$37.3K	Buy	1,080 +1,002	+1,285%	+$34.6K	0.02%	537
2022 Q3	$3K	Hold	78	–	–	﹤0.01%	1159
2022 Q2	$3K	Hold	78	–	–	﹤0.01%	1136
2022 Q1	$3K	Buy	78 +65	+500%	+$2.57K	﹤0.01%	1250
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	1368
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	1326
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	1401
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	1334
2020 Q4	$1K	Hold	13	–	–	﹤0.01%	1074
2020 Q3	$1K	Buy	+13	New	+$513	﹤0.01%	1014

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

Newbridge Financial Services Group's USHY Position: Q2 2026 in Review

Newbridge Financial Services Group held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q2 2026 at 1,500 shares worth $55.5K. The position accounts for 0.01% of the portfolio, ranked #463.

Newbridge Financial Services Group first reported a position in USHY in Q3 2020 and has held it in 24 quarters since. The position peaked at $56.7K in Q3 2025. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Newbridge Financial Services Group held 1,500 shares of iShares Broad USD High Yield Corporate Bond ETF worth $55.5K as of Q2 2026.
Newbridge Financial Services Group left its iShares Broad USD High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #463 holding.
Newbridge Financial Services Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
Newbridge Financial Services Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $56.7K in Q3 2025.
668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.