Security Financial Services’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Security Financial Services’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	$598K	Buy	16,155 +3,808	+31%	+$141K	0.08%	123
2026 Q1	$455K	Sell	12,347 -18,021	-59%	-$672K	0.07%	136
2025 Q4	$1.14M	Buy	30,368 +13,170	+77%	+$493K	0.18%	80
2025 Q3	$650K	Buy	17,198 +4,272	+33%	+$160K	0.11%	107
2025 Q2	$485K	Sell	12,926 -21,739	-63%	-$797K	0.09%	111
2025 Q1	$1.28M	Buy	34,665 +28,579	+470%	+$1.06M	0.25%	65
2024 Q4	$224K	Buy	+6,086	New	+$226K	0.05%	160

Other funds holding USHY

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return