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

SageView Advisory 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	$695K	Sell	18,780 -955	-5%	-$35.3K	0.02%	303
2026 Q1	$727K	Sell	19,735 -1,464	-7%	-$54.6K	0.03%	276
2025 Q4	$793K	Buy	21,199 +405	+2%	+$15.2K	0.03%	282
2025 Q3	$786K	Buy	20,794 +155	+0.8%	+$5.81K	0.03%	297
2025 Q2	$772K	Buy	20,639 +6,859	+50%	+$252K	0.03%	280
2025 Q1	$507K	Buy	13,780 +4,306	+45%	+$160K	0.02%	344
2024 Q4	$349K	Buy	+9,474	New	+$352K	0.02%	409
2024 Q2	–	Hold	0	–	–	–	339
2023 Q4	–	Sell	-8,549	Closed	-$300K	–	342
2023 Q3	$297K	Sell	8,549 -212	-2%	-$7.45K	0.02%	427
2023 Q2	$309K	Sell	8,761 -2,362	-21%	-$82.8K	0.02%	440
2023 Q1	$395K	Sell	11,123 -9,872	-47%	-$347K	0.03%	344
2022 Q4	$725K	Buy	+20,995	New	+$726K	0.06%	194

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

SageView Advisory Group's USHY Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 4.8% in Q2 2026, selling an estimated $35.3K and leaving 18,780 shares worth $695K. The position accounts for 0.02% of the portfolio, ranked #303.

SageView Advisory Group first reported a position in USHY in Q4 2022 and has held it in 11 quarters since. The position peaked at $793K in Q4 2025. 674 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

SageView Advisory Group held 18,780 shares of iShares Broad USD High Yield Corporate Bond ETF worth $695K as of Q2 2026.
SageView Advisory Group sold 955 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $35.3K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #303 holding.
SageView Advisory Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2022 and has held it in 11 quarters since.
SageView Advisory Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $793K in Q4 2025.
674 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.