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

Summit 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 		$1.04M Buy
28,125
+5,424
+24% +$201K 0.01% 831
2026
Q1 		$836K Buy
22,701
+4,019
+22% +$150K 0.01% 832
2025
Q4 		$699K Sell
18,682
-970
-5% -$36.3K 0.01% 783
2025
Q3 		$742K Buy
19,652
+8,421
+75% +$316K 0.01% 745
2025
Q2 		$421K Buy
11,231
+445
+4% +$16.3K 0.01% 604
2025
Q1 		$397K Sell
10,786
-1,269
-11% -$47.1K 0.01% 567
2024
Q4 		$444K Sell
12,055
-3,776
-24% -$140K 0.02% 468
2024
Q3 		$596K Sell
15,831
-3,632
-19% -$134K 0.02% 344
2024
Q2 		$706K Buy
19,463
+9,184
+89% +$332K 0.03% 273
2024
Q1 		$376K Sell
10,279
-1,569
-13% -$57K 0.02% 294
2023
Q4 		$431K Sell
11,848
-2,791
-19% -$97.9K 0.03% 261
2023
Q3 		$508K Sell
14,639
-6,197
-30% -$218K 0.04% 236
2023
Q2 		$736K Sell
20,836
-4,828
-19% -$169K 0.05% 182
2023
Q1 		$912K Sell
25,664
-2,847
-10% -$100K 0.08% 123
2022
Q4 		$984K Sell
28,511
-4,006
-12% -$138K 0.09% 114
2022
Q3 		$1.09M Buy
32,517
+1,506
+5% +$53.5K 0.1% 99
2022
Q2 		$1.07M Buy
31,011
+8,610
+38% +$316K 0.1% 91
2022
Q1 		$871K Buy
22,401
+11,229
+101% +$444K 0.07% 131
2021
Q4 		$460K Buy
+11,172
New +$459K 0.04% 174

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

Summit Financial's USHY Position: Q2 2026 in Review

Summit Financial increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 24% in Q2 2026, buying an estimated $201K and bringing the position to 28,125 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #831.

Summit Financial first reported a position in USHY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.09M in Q3 2022. 674 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Summit Financial held 28,125 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.04M as of Q2 2026.
  • Summit Financial bought 5,424 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $201K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #831 holding.
  • Summit Financial first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Summit Financial's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.09M in Q3 2022.
  • 674 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

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