Optivise Advisory Services
USHY icon

Optivise Advisory Services’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Optivise Advisory Services’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
Q3 		– Sell
-6,034
Closed -$223K – 251
2026
Q2 		$223K Buy
+6,034
New +$223K 0.11% 196

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Optivise Advisory Services's USHY Position: Q3 2026 in Review

Optivise Advisory Services sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2026, closing a stake of 6,034 shares — an estimated $223K sold.

Optivise Advisory Services first reported a position in USHY in Q2 2026 and held it in 1 quarter. The position peaked at $223K in Q2 2026. 604 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

  • Optivise Advisory Services reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 6,034 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $223K.
  • Optivise Advisory Services first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2026 and held it in 1 quarter.
  • Optivise Advisory Services's iShares Broad USD High Yield Corporate Bond ETF position peaked at $223K in Q2 2026.
  • 604 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.