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

Valeo Financial Advisors’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
Q3 		– Sell
-5,585
Closed -$207K – 904
2026
Q2 		$207K Sell
5,585
-43
-0.8% -$1.59K ﹤0.01% 752
2026
Q1 		$207K Sell
5,628
-30,744
-85% -$1.15M 0.01% 678
2025
Q4 		$1.36M Sell
36,372
-324
-0.9% -$12.1K 0.03% 242
2025
Q3 		$1.39M Buy
36,696
+1,905
+5% +$71.4K 0.03% 230
2025
Q2 		$1.31M Sell
34,791
-1,803
-5% -$66.1K 0.03% 239
2025
Q1 		$1.35M Buy
36,594
+4,075
+13% +$151K 0.04% 204
2024
Q4 		$1.2M Buy
32,519
+19
+0.1% +$707 0.03% 217
2024
Q3 		$1.22M Buy
+32,500
New +$1.2M 0.03% 225
2021
Q2 		– Sell
-90
Closed -$4K – 1758
2021
Q1 		$4K Hold
90
– – ﹤0.01% 1649
2020
Q4 		$4K Buy
+90
New +$3.63K ﹤0.01% 1432
2020
Q3 		– Sell
-98
Closed -$4K – 2137
2020
Q2 		$4K Buy
+98
New +$3.66K ﹤0.01% 1630
2020
Q1 		– Sell
-6
Closed – – 1923
2019
Q4 		$0 Hold
6
– – ﹤0.01% 1725
2019
Q3 		$0 Buy
+6
New +$245 ﹤0.01% 1679

Other funds holding USHY

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Valeo Financial Advisors's USHY Position: Q3 2026 in Review

Valeo Financial Advisors sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2026, closing a stake of 5,585 shares — an estimated $207K sold.

Valeo Financial Advisors first reported a position in USHY in Q3 2019 and held it in 13 quarters. The position peaked at $1.39M in Q3 2025. 39 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

  • Valeo Financial Advisors reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 5,585 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $207K.
  • Valeo Financial Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2019 and held it in 13 quarters.
  • Valeo Financial Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.39M in Q3 2025.
  • 39 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.