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Patten Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Patten 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 		$225K Sell
6,084
-535
-8% -$19.8K 0.04% 316
2026
Q1 		$244K Buy
6,619
+265
+4% +$9.88K 0.04% 275
2025
Q4 		$238K Sell
6,354
-1
-0% -$37 0.04% 279
2025
Q3 		$240K Hold
6,355
– – 0.05% 260
2025
Q2 		$238K Hold
6,355
– – 0.05% 241
2025
Q1 		$234K Hold
6,355
– – 0.05% 242
2024
Q4 		$234K Sell
6,355
-50
-0.8% -$1.86K 0.05% 243
2024
Q3 		$241K Sell
6,405
-196
-3% -$7.24K 0.05% 237
2024
Q2 		$239K Sell
6,601
-9,405
-59% -$340K 0.06% 236
2024
Q1 		$586K Sell
16,006
-945
-6% -$34.3K 0.14% 156
2023
Q4 		$616K Sell
16,951
-859
-5% -$30.1K 0.17% 144
2023
Q3 		$618K Sell
17,810
-3,429
-16% -$120K 0.18% 142
2023
Q2 		$750K Buy
21,239
+101
+0.5% +$3.54K 0.11% 128
2023
Q1 		$751K Sell
21,138
-1,894
-8% -$66.6K 0.23% 131
2022
Q4 		$795K Buy
23,032
+6,247
+37% +$216K 0.25% 118
2022
Q3 		$569K Buy
+16,785
New +$597K 0.2% 138

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Patten Group's USHY Position: Q2 2026 in Review

Patten Group reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 8.1% in Q2 2026, selling an estimated $19.8K and leaving 6,084 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #316.

Patten Group first reported a position in USHY in Q3 2022 and has held it in 16 quarters since. The position peaked at $795K in Q4 2022. 669 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Patten Group held 6,084 shares of iShares Broad USD High Yield Corporate Bond ETF worth $225K as of Q2 2026.
  • Patten Group sold 535 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $19.8K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.04% of Patten Group's portfolio in Q2 2026, its #316 holding.
  • Patten Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Patten Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $795K in Q4 2022.
  • 669 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.