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Signature Estate & Investment Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Signature Estate & Investment 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 		$6.27M Buy
169,302
+28,975
+21% +$1.07M 0.11% 85
2026
Q1 		$5.17M Buy
140,327
+18,825
+15% +$702K 0.1% 96
2025
Q4 		$4.54M Buy
121,502
+6,352
+6% +$238K 0.09% 104
2025
Q3 		$4.35M Buy
115,150
+3,736
+3% +$140K 0.09% 99
2025
Q2 		$4.18M Buy
111,414
+2,031
+2% +$74.5K 0.1% 98
2025
Q1 		$4.03M Buy
109,383
+859
+0.8% +$31.9K 0.11% 99
2024
Q4 		$3.99M Buy
108,524
+27,122
+33% +$1.01M 0.1% 83
2024
Q3 		$3.06M Buy
81,402
+10,471
+15% +$387K 0.07% 94
2024
Q2 		$2.57M Buy
70,931
+47,711
+205% +$1.73M 0.06% 116
2024
Q1 		$850K Buy
23,220
+1,305
+6% +$47.4K 0.02% 98
2023
Q4 		$797K Buy
21,915
+1,072
+5% +$37.6K 0.02% 107
2023
Q3 		$724K Buy
20,843
+396
+2% +$13.9K 0.02% 104
2023
Q2 		$721K Buy
20,447
+427
+2% +$15K 0.02% 104
2023
Q1 		$712K Sell
20,020
-19,260
-49% -$677K 0.03% 104
2022
Q4 		$1.36M Sell
39,280
-8,207
-17% -$284K 0.05% 87
2022
Q3 		$1.6M Buy
47,487
+1,725
+4% +$61.3K 0.08% 77
2022
Q2 		$1.58M Buy
+45,762
New +$1.68M 0.08% 74

Other funds holding USHY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Signature Estate & Investment Advisors's USHY Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 21% in Q2 2026, buying an estimated $1.07M and bringing the position to 169,302 shares worth $6.27M. The position accounts for 0.11% of the portfolio, ranked #85.

Signature Estate & Investment Advisors first reported a position in USHY in Q2 2022 and has held it in 17 quarters since. 403 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Signature Estate & Investment Advisors held 169,302 shares of iShares Broad USD High Yield Corporate Bond ETF worth $6.27M as of Q2 2026.
  • Signature Estate & Investment Advisors bought 28,975 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.07M.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.11% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #85 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.