Sequoia Financial Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Sequoia Financial 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	$290K	Sell	7,828 -1,492	-16%	-$55.2K	﹤0.01%	1697
2026 Q1	$343K	Buy	9,320 +366	+4%	+$13.6K	﹤0.01%	1484
2025 Q4	$335K	Sell	8,954 -931	-9%	-$34.9K	﹤0.01%	1501
2025 Q3	$373K	Buy	9,885 +617	+7%	+$23.1K	﹤0.01%	1276
2025 Q2	$348K	Sell	9,268 -12,665	-58%	-$464K	﹤0.01%	1184
2025 Q1	$807K	Buy	+21,933	New	+$813K	0.01%	696

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

Sequoia Financial Advisors's USHY Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 16% in Q2 2026, selling an estimated $55.2K and leaving 7,828 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Sequoia Financial Advisors first reported a position in USHY in Q1 2025 and has held it in 6 quarters since. The position peaked at $807K in Q1 2025. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Sequoia Financial Advisors held 7,828 shares of iShares Broad USD High Yield Corporate Bond ETF worth $290K as of Q2 2026.
Sequoia Financial Advisors sold 1,492 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $55.2K.
iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1697 holding.
Sequoia Financial Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Sequoia Financial Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $807K in Q1 2025.
668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.