Primoris Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Primoris Wealth Advisors’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	$2.28M	Buy	61,700 +25,000	+68%	+$925K	1.04%	31
2026 Q1	$1.35M	Sell	36,700 -3,500	-9%	-$130K	0.95%	32
2025 Q4	$1.5M	Buy	40,200 +250	+0.6%	+$9.36K	0.9%	36
2025 Q3	$1.51M	Buy	39,950 +1,000	+3%	+$37.5K	0.96%	33
2025 Q2	$1.46M	Hold	38,950	–	–	1%	33
2025 Q1	$1.43M	Buy	38,950 +2,000	+5%	+$74.2K	1.11%	31
2024 Q4	$1.36M	Buy	36,950 +22,550	+157%	+$839K	1.03%	31
2024 Q3	$542K	Sell	14,400 -300	-2%	-$11.1K	0.39%	63
2024 Q2	$533K	Buy	+14,700	New	+$532K	0.43%	63

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

Primoris Wealth Advisors's USHY Position: Q2 2026 in Review

Primoris Wealth Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 68% in Q2 2026, buying an estimated $925K and bringing the position to 61,700 shares worth $2.28M. The position accounts for 1.04% of the portfolio, ranked #31.

Primoris Wealth Advisors first reported a position in USHY in Q2 2024 and has held it in 9 quarters since. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Primoris Wealth Advisors held 61,700 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2.28M as of Q2 2026.
Primoris Wealth Advisors bought 25,000 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $925K.
iShares Broad USD High Yield Corporate Bond ETF made up 1.04% of Primoris Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Primoris Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.