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Sowell Financial Services’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Sowell Financial Services’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 		$2.71M Buy
73,237
+26,731
+57% +$989K 0.09% 244
2026
Q1 		$1.71M Buy
46,506
+9,980
+27% +$372K 0.06% 324
2025
Q4 		$1.37M Buy
36,526
+506
+1% +$18.9K 0.05% 363
2025
Q3 		$1.36M Sell
36,020
-320
-0.9% -$12K 0.05% 357
2025
Q2 		$1.36M Sell
36,340
-432
-1% -$15.8K 0.06% 342
2025
Q1 		$1.35M Buy
36,772
+4,351
+13% +$161K 0.06% 314
2024
Q4 		$1.19M Buy
32,421
+5,453
+20% +$203K 0.06% 288
2024
Q3 		$1.01M Sell
26,968
-911
-3% -$33.7K 0.05% 339
2024
Q2 		$1.01M Sell
27,879
-35,182
-56% -$1.27M 0.05% 329
2024
Q1 		$2.31M Sell
63,061
-7,641
-11% -$278K 0.11% 197
2023
Q4 		$2.57M Buy
70,702
+52,313
+284% +$1.83M 0.14% 169
2023
Q3 		$638K Buy
+18,389
New +$646K 0.04% 367
2022
Q1 		– Sell
-65,270
Closed -$2.69M – 500
2021
Q4 		$2.69M Buy
65,270
+2,654
+4% +$109K 0.15% 152
2021
Q3 		$2.6M Buy
62,616
+412
+0.7% +$17.1K 0.18% 141
2021
Q2 		$2.6M Buy
62,204
+2,279
+4% +$94.1K 0.17% 152
2021
Q1 		$2.47M Buy
59,925
+12,585
+27% +$518K 0.09% 209
2020
Q4 		$1.95M Buy
47,340
+4
+0% +$161 0.08% 210
2020
Q3 		$1.87M Sell
47,336
-16,328
-26% -$645K 0.09% 189
2020
Q2 		$2.43M Buy
63,664
+59,231
+1,336% +$2.21M 0.13% 147
2020
Q1 		$157K Buy
4,433
+2,556
+136% +$101K 0.01% 719
2019
Q4 		$77K Buy
+1,877
New +$76.4K 0.01% 985

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

Sowell Financial Services's USHY Position: Q2 2026 in Review

Sowell Financial Services increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 57% in Q2 2026, buying an estimated $989K and bringing the position to 73,237 shares worth $2.71M. The position accounts for 0.09% of the portfolio, ranked #244.

Sowell Financial Services first reported a position in USHY in Q4 2019 and has held it in 21 quarters since. 676 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Sowell Financial Services held 73,237 shares of iShares Broad USD High Yield Corporate Bond ETF worth $2.71M as of Q2 2026.
  • Sowell Financial Services bought 26,731 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $989K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.09% of Sowell Financial Services's portfolio in Q2 2026, its #244 holding.
  • Sowell Financial Services first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • 676 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.