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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.22M Sell
87,070
-60,120
-41% -$2.23M 1.59% 19
2026
Q1
$5.42M Sell
147,190
-81,919
-36% -$3.05M 2.97% 11
2025
Q4
$8.57M Sell
229,109
-15,878
-6% -$595K 4.67% 8
2025
Q3
$9.26M Buy
244,987
+6,532
+3% +$245K 4.85% 6
2025
Q2
$8.94M Buy
238,455
+24,041
+11% +$882K 4.87% 7
2025
Q1
$7.89M Sell
214,414
-1,555
-0.7% -$57.7K 4.64% 9
2024
Q4
$7.95M Sell
215,969
-86,130
-29% -$3.2M 4.72% 9
2024
Q3
$11M Hold
302,099
3.08% 13
2024
Q2
$11M Sell
302,099
-4,624
-2% -$167K 3.08% 13
2024
Q1
$11.2M Buy
306,723
+19,256
+7% +$700K 3.06% 13
2023
Q4
$10.4M Sell
287,467
-88,822
-24% -$3.11M 2.8% 15
2023
Q3
$13.1M Sell
376,289
-18,032
-5% -$633K 3.65% 8
2023
Q2
$13.9M Sell
394,321
-218,579
-36% -$7.67M 4.06% 7
2023
Q1
$21.8M Sell
612,900
-6,694
-1% -$235K 6.18% 3
2022
Q4
$21.4M Buy
619,594
+20,502
+3% +$709K 6.26% 5
2022
Q3
$20.1M Buy
599,092
+307,389
+105% +$10.9M 6.28% 5
2022
Q2
$10.1M Buy
+291,703
New +$10.7M 2.89% 15

Other funds holding USHY

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

Sage Advisory Services reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 41% in Q2 2026, selling an estimated $2.23M and leaving 87,070 shares worth $3.22M. The position accounts for 1.59% of the portfolio, ranked #19.

Sage Advisory Services first reported a position in USHY in Q2 2022 and has held it in 17 quarters since. The position peaked at $21.8M in Q1 2023. 264 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Sage Advisory Services held 87,070 shares of iShares Broad USD High Yield Corporate Bond ETF worth $3.22M as of Q2 2026.
  • Sage Advisory Services sold 60,120 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.23M.
  • iShares Broad USD High Yield Corporate Bond ETF made up 1.59% of Sage Advisory Services's portfolio in Q2 2026, its #19 holding.
  • Sage Advisory Services first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Sage Advisory Services's iShares Broad USD High Yield Corporate Bond ETF position peaked at $21.8M in Q1 2023.
  • 264 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.