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Sigma Planning Corp’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Sigma Planning Corp’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 		$7.43M Buy
200,610
+4,737
+2% +$175K 0.19% 110
2026
Q1 		$7.22M Buy
195,873
+3,381
+2% +$126K 0.2% 98
2025
Q4 		$7.2M Buy
192,492
+9,956
+5% +$373K 0.2% 95
2025
Q3 		$6.9M Buy
182,536
+17,481
+11% +$655K 0.2% 100
2025
Q2 		$6.19M Sell
165,055
-2,194
-1% -$80.5K 0.19% 103
2025
Q1 		$6.16M Buy
167,249
+3,276
+2% +$121K 0.2% 98
2024
Q4 		$6.03M Buy
163,973
+4,215
+3% +$157K 0.19% 99
2024
Q3 		$6.01M Buy
159,758
+18,621
+13% +$688K 0.18% 109
2024
Q2 		$5.12M Buy
141,137
+7,079
+5% +$256K 0.16% 118
2024
Q1 		$4.91M Buy
134,058
+80,310
+149% +$2.92M 0.15% 127
2023
Q4 		$1.95M Sell
53,748
-70,791
-57% -$2.48M 0.15% 138
2023
Q3 		$4.32M Buy
124,539
+2,754
+2% +$96.8K 0.16% 127
2023
Q2 		$4.3M Buy
121,785
+8,842
+8% +$310K 0.15% 126
2023
Q1 		$4.02M Buy
112,943
+104,660
+1,264% +$3.68M 0.13% 164
2022
Q4 		$286K Buy
8,283
+954
+13% +$33K 0.01% 984
2022
Q3 		$246K Sell
7,329
-249
-3% -$8.85K 0.01% 1024
2022
Q2 		$262K Buy
7,578
+348
+5% +$12.8K 0.01% 1050
2022
Q1 		$281K Buy
7,230
+320
+5% +$12.6K 0.01% 1086
2021
Q4 		$285K Buy
6,910
+261
+4% +$10.7K 0.01% 1108
2021
Q3 		$276K Sell
6,649
-78
-1% -$3.24K 0.01% 1102
2021
Q2 		$281K Buy
6,727
+596
+10% +$24.6K 0.01% 1121
2021
Q1 		$253K Sell
6,131
-133
-2% -$5.47K 0.01% 1088
2020
Q4 		$258K Sell
6,264
-70
-1% -$2.82K 0.01% 982
2020
Q3 		$250K Sell
6,334
-233
-4% -$9.2K 0.01% 862
2020
Q2 		$251K Sell
6,567
-92
-1% -$3.44K 0.01% 851
2020
Q1 		$236K Buy
6,659
+1,591
+31% +$62.9K 0.01% 729
2019
Q4 		$208K Sell
5,068
-94
-2% -$3.83K 0.01% 945
2019
Q3 		$211K Sell
5,162
-114
-2% -$4.65K 0.01% 901
2019
Q2 		$216K Buy
+5,276
New +$214K 0.01% 883

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sigma Planning Corp's USHY Position: Q2 2026 in Review

Sigma Planning Corp increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 2.4% in Q2 2026, buying an estimated $175K and bringing the position to 200,610 shares worth $7.43M. The position accounts for 0.19% of the portfolio, ranked #110.

Sigma Planning Corp first reported a position in USHY in Q2 2019 and has held it in 29 quarters since. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Sigma Planning Corp held 200,610 shares of iShares Broad USD High Yield Corporate Bond ETF worth $7.43M as of Q2 2026.
  • Sigma Planning Corp bought 4,737 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $175K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.19% of Sigma Planning Corp's portfolio in Q2 2026, its #110 holding.
  • Sigma Planning Corp first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • 672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.