Stifel Financial
USHY icon

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

Stifel Financial’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 		$38.6M Buy
1,043,544
+39,329
+4% +$1.46M 0.03% 441
2026
Q1 		$37M Buy
1,004,215
+45,592
+5% +$1.7M 0.03% 434
2025
Q4 		$35.8M Buy
958,623
+39,093
+4% +$1.46M 0.03% 446
2025
Q3 		$34.7M Buy
919,530
+129,839
+16% +$4.87M 0.03% 455
2025
Q2 		$29.6M Buy
789,691
+11,986
+2% +$440K 0.03% 472
2025
Q1 		$28.6M Buy
777,705
+112,788
+17% +$4.18M 0.03% 448
2024
Q4 		$24.5M Buy
664,917
+31,933
+5% +$1.19M 0.03% 500
2024
Q3 		$23.8M Buy
632,984
+36,141
+6% +$1.34M 0.03% 514
2024
Q2 		$21.7M Buy
596,843
+14,082
+2% +$509K 0.02% 517
2024
Q1 		$21.3M Buy
582,761
+17,317
+3% +$629K 0.02% 526
2023
Q4 		$20.6M Buy
565,444
+535,029
+1,759% +$18.8M 0.03% 506
2023
Q3 		$1.06M Sell
30,415
-4,690
-13% -$165K ﹤0.01% 2018
2023
Q2 		$1.24M Buy
35,105
+1,626
+5% +$57K ﹤0.01% 1938
2023
Q1 		$1.19M Sell
33,479
-2,113
-6% -$74.3K ﹤0.01% 1933
2022
Q4 		$1.23M Sell
35,592
-23,959
-40% -$828K ﹤0.01% 1848
2022
Q3 		$2M Buy
59,551
+24,808
+71% +$882K ﹤0.01% 1475
2022
Q2 		$1.2M Sell
34,743
-6,133
-15% -$225K ﹤0.01% 1860
2022
Q1 		$1.59M Sell
40,876
-20,180
-33% -$797K ﹤0.01% 1790
2021
Q4 		$2.52M Buy
61,056
+6,512
+12% +$268K ﹤0.01% 1459
2021
Q3 		$2.26M Buy
54,544
+23,823
+78% +$990K ﹤0.01% 1496
2021
Q2 		$1.28M Buy
30,721
+18,527
+152% +$765K ﹤0.01% 1909
2021
Q1 		$502K Sell
12,194
-4,598
-27% -$189K ﹤0.01% 2486
2020
Q4 		$693K Buy
16,792
+11,172
+199% +$451K ﹤0.01% 2112
2020
Q3 		$222K Buy
+5,620
New +$222K ﹤0.01% 2569

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

Stifel Financial's USHY Position: Q2 2026 in Review

Stifel Financial increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 3.9% in Q2 2026, buying an estimated $1.46M and bringing the position to 1,043,544 shares worth $38.6M. The position accounts for 0.03% of the portfolio, ranked #441.

Stifel Financial first reported a position in USHY in Q3 2020 and has held it in 24 quarters since. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Stifel Financial held 1,043,544 shares of iShares Broad USD High Yield Corporate Bond ETF worth $38.6M as of Q2 2026.
  • Stifel Financial bought 39,329 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.46M.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.03% of Stifel Financial's portfolio in Q2 2026, its #441 holding.
  • Stifel Financial first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.