Simon Quick Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.92M Buy
51,823
+239
+0.5% +$8.85K 0.08% 147
2026
Q1
$1.9M Buy
51,584
+1,256
+2% +$46.8K 0.09% 141
2025
Q4
$1.88M Sell
50,328
-12,913
-20% -$484K 0.08% 139
2025
Q3
$2.39M Buy
63,241
+35,181
+125% +$1.32M 0.11% 121
2025
Q2
$1.05M Buy
+28,060
New +$1.03M 0.05% 178

Other funds holding USHY

Simon Quick Advisors's USHY Position: Q2 2026 in Review

Simon Quick Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 0.46% in Q2 2026, buying an estimated $8.85K and bringing the position to 51,823 shares worth $1.92M. The position accounts for 0.08% of the portfolio, ranked #147.

Simon Quick Advisors first reported a position in USHY in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.39M in Q3 2025. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Simon Quick Advisors held 51,823 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.92M as of Q2 2026.
  • Simon Quick Advisors bought 239 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $8.85K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.08% of Simon Quick Advisors's portfolio in Q2 2026, its #147 holding.
  • Simon Quick Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Simon Quick Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $2.39M in Q3 2025.
  • 668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.