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Steward Partners Investment Advisory’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Steward Partners Investment Advisory’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 		$8.78M Buy
237,111
+27,021
+13% +$1M 0.04% 384
2026
Q1 		$7.74M Sell
210,090
-6,899
-3% -$257K 0.04% 388
2025
Q4 		$8.11M Sell
216,989
-3,612
-2% -$135K 0.04% 348
2025
Q3 		$8.33M Sell
220,601
-2,537
-1% -$95.1K 0.05% 330
2025
Q2 		$8.37M Buy
223,138
+534
+0.2% +$19.6K 0.07% 292
2025
Q1 		$8.19M Sell
222,604
-5,208
-2% -$193K 0.07% 280
2024
Q4 		$8.38M Buy
227,812
+8,291
+4% +$308K 0.07% 259
2024
Q3 		$8.26M Buy
219,521
+8,524
+4% +$315K 0.08% 257
2024
Q2 		$7.65M Buy
210,997
+16,575
+9% +$599K 0.08% 242
2024
Q1 		$7.11M Buy
194,422
+130,886
+206% +$4.76M 0.08% 262
2023
Q4 		$2.31M Buy
63,536
+10,464
+20% +$367K 0.03% 465
2023
Q3 		$1.84M Buy
53,072
+34,148
+180% +$1.2M 0.03% 493
2023
Q2 		$668K Sell
18,924
-376
-2% -$13.2K 0.01% 830
2023
Q1 		$686K Sell
19,300
-143
-0.7% -$5.03K 0.01% 805
2022
Q4 		$671K Sell
19,443
-2,455
-11% -$84.8K 0.01% 798
2022
Q3 		$736K Sell
21,898
-2,095
-9% -$74.5K 0.01% 732
2022
Q2 		$831K Sell
23,993
-797
-3% -$29.2K 0.02% 693
2022
Q1 		$963K Buy
24,790
+1,402
+6% +$55.4K 0.01% 695
2021
Q4 		$963K Buy
23,388
+942
+4% +$38.7K 0.01% 709
2021
Q3 		$932K Sell
22,446
-116
-0.5% -$4.82K 0.02% 684
2021
Q2 		$941K Sell
22,562
-2,763
-11% -$114K 0.02% 695
2021
Q1 		$1.04M Buy
25,325
+5,199
+26% +$214K 0.02% 627
2020
Q4 		$830K Buy
20,126
+5,876
+41% +$237K 0.02% 620
2020
Q3 		$562K Buy
14,250
+34
+0.2% +$1.34K 0.01% 631
2020
Q2 		$543K Buy
14,216
+13,506
+1,902% +$505K 0.02% 603
2020
Q1 		$25K Sell
710
-850
-54% -$33.6K ﹤0.01% 1529
2019
Q4 		$64K Buy
1,560
+789
+102% +$32.1K ﹤0.01% 1303
2019
Q3 		$31K Sell
771
-1,115
-59% -$45.5K ﹤0.01% 1568
2019
Q2 		$77K Buy
+1,886
New +$76.5K ﹤0.01% 1167

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

Steward Partners Investment Advisory's USHY Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 13% in Q2 2026, buying an estimated $1M and bringing the position to 237,111 shares worth $8.78M. The position accounts for 0.04% of the portfolio, ranked #384.

Steward Partners Investment Advisory first reported a position in USHY in Q2 2019 and has held it in 29 quarters since. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Steward Partners Investment Advisory held 237,111 shares of iShares Broad USD High Yield Corporate Bond ETF worth $8.78M as of Q2 2026.
  • Steward Partners Investment Advisory bought 27,021 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1M.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.04% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #384 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • 668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.