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TAGStone Capital’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

TAGStone Capital’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 		$286K Buy
7,738
+133
+2% +$4.92K 0.09% 120
2026
Q1 		$280K Buy
7,605
+84
+1% +$3.13K 0.1% 115
2025
Q4 		$281K Buy
7,521
+170
+2% +$6.37K 0.1% 100
2025
Q3 		$278K Buy
7,351
+41
+0.6% +$1.54K 0.11% 101
2025
Q2 		$273K Buy
7,310
+593
+9% +$21.7K 0.11% 97
2025
Q1 		$247K Buy
6,717
+76
+1% +$2.82K 0.12% 87
2024
Q4 		$244K Buy
6,641
+151
+2% +$5.62K 0.12% 86
2024
Q3 		$244K Buy
6,490
+106
+2% +$3.92K 0.12% 87
2024
Q2 		$232K Buy
6,384
+111
+2% +$4.01K 0.13% 84
2024
Q1 		$230K Buy
6,273
+75
+1% +$2.73K 0.13% 83
2023
Q4 		$225K Buy
6,198
+135
+2% +$4.73K 0.15% 80
2023
Q3 		$210K Buy
6,063
+102
+2% +$3.58K 0.15% 76
2023
Q2 		$210K Buy
5,961
+100
+2% +$3.51K 0.15% 78
2023
Q1 		$208K Buy
+5,861
New +$206K 0.16% 77

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

TAGStone Capital's USHY Position: Q2 2026 in Review

TAGStone Capital increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 1.7% in Q2 2026, buying an estimated $4.92K and bringing the position to 7,738 shares worth $286K. The position accounts for 0.09% of the portfolio, ranked #120.

TAGStone Capital first reported a position in USHY in Q1 2023 and has held it in 14 quarters since. 676 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • TAGStone Capital held 7,738 shares of iShares Broad USD High Yield Corporate Bond ETF worth $286K as of Q2 2026.
  • TAGStone Capital bought 133 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $4.92K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.09% of TAGStone Capital's portfolio in Q2 2026, its #120 holding.
  • TAGStone Capital first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 676 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.