Oliver Lagore Vanvalin Investment Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$773	Buy	+21	New	+$770	﹤0.01%	599
2024 Q1	–	Sell	-1	Closed	-$36	–	826
2023 Q4	$36	Hold	1	–	–	﹤0.01%	746
2023 Q3	$35	Sell	1 -37	-97%	-$1.3K	﹤0.01%	830
2023 Q2	$1.34K	Buy	+38	New	+$1.33K	﹤0.01%	676
2022 Q3	–	Sell	-26	Closed	-$1K	–	738
2022 Q2	$1K	Buy	+26	New	+$953	﹤0.01%	593

Other funds holding USHY

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's USHY Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2025: 21 shares worth $773. The stake represents ﹤0.01% of the portfolio and ranks #599 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in USHY as recently as Q4 2023.

Oliver Lagore Vanvalin Investment Group first reported a position in USHY in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.34K in Q2 2023. 577 funds tracked by Wall St. Rank hold USHY as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 21 shares of iShares Broad USD High Yield Corporate Bond ETF worth $773 as of Q2 2025.
iShares Broad USD High Yield Corporate Bond ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #599 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2022 and has held it in 5 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.34K in Q2 2023.
577 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.