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

Sovran 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	$1.93M	Buy	52,672 +3,851	+8%	+$143K	0.14%	163
2026 Q1	$1.82M	Buy	48,821 +5,052	+12%	+$188K	0.14%	164
2025 Q4	$1.65M	Buy	43,769 +2,646	+6%	+$99.1K	0.14%	162
2025 Q3	$1.55M	Buy	41,123 +13,676	+50%	+$513K	0.14%	161
2025 Q2	$1.02M	Buy	27,447 +15,015	+121%	+$551K	0.11%	201
2025 Q1	$450K	Buy	+12,432	New	+$461K	0.06%	306

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

Sovran Advisors's USHY Position: Q2 2026 in Review

Sovran Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 7.9% in Q2 2026, buying an estimated $143K and bringing the position to 52,672 shares worth $1.93M. The position accounts for 0.14% of the portfolio, ranked #163.

Sovran Advisors first reported a position in USHY in Q1 2025 and has held it in 6 quarters since. 669 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Sovran Advisors held 52,672 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.93M as of Q2 2026.
Sovran Advisors bought 3,851 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $143K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.14% of Sovran Advisors's portfolio in Q2 2026, its #163 holding.
Sovran 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.
669 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.