&Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

&Partners’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	$20.1M	Sell	542,963 -131,577	-20%	-$4.87M	0.08%	219
2026 Q1	$24.7M	Buy	674,540 +25,868	+4%	+$964K	0.12%	157
2025 Q4	$24.3M	Sell	648,672 -50,673	-7%	-$1.9M	0.13%	151
2025 Q3	$25.8M	Buy	699,345 +80,480	+13%	+$3.02M	0.17%	125
2025 Q2	$23.2M	Sell	618,865 -31,793	-5%	-$1.17M	0.18%	121
2025 Q1	$23.9M	Buy	650,658 +81,375	+14%	+$3.02M	0.25%	88
2024 Q4	$21M	Buy	569,283 +369,609	+185%	+$13.7M	0.25%	88
2024 Q3	$7.58M	Buy	199,674 +150,681	+308%	+$5.57M	0.15%	149
2024 Q2	$1.78M	Buy	48,993 +42,960	+712%	+$1.55M	0.08%	231
2024 Q1	$221K	Buy	+6,033	New	+$219K	0.03%	437

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

&Partners's USHY Position: Q2 2026 in Review

&Partners reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 20% in Q2 2026, selling an estimated $4.87M and leaving 542,963 shares worth $20.1M. The position accounts for 0.08% of the portfolio, ranked #219.

&Partners first reported a position in USHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $25.8M in Q3 2025. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

&Partners held 542,963 shares of iShares Broad USD High Yield Corporate Bond ETF worth $20.1M as of Q2 2026.
&Partners sold 131,577 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $4.87M.
iShares Broad USD High Yield Corporate Bond ETF made up 0.08% of &Partners's portfolio in Q2 2026, its #219 holding.
&Partners first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
&Partners's iShares Broad USD High Yield Corporate Bond ETF position peaked at $25.8M in Q3 2025.
672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.