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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
Q2 		$223K Buy
+6,034
New +$223K 0.11% 196

Other funds holding USHY

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PL
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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BC
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Optivise Advisory Services's USHY Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2026: 6,034 shares worth $223K. The stake represents 0.11% of the portfolio and ranks #196 among its holdings.

192 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Optivise Advisory Services held 6,034 shares of iShares Broad USD High Yield Corporate Bond ETF worth $223K as of Q2 2026.
  • iShares Broad USD High Yield Corporate Bond ETF was a new Optivise Advisory Services position in Q2 2026.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.11% of Optivise Advisory Services's portfolio in Q2 2026, its #196 holding.
  • 192 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.