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 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valeo Financial Advisors's USHY Position: Q2 2026 in Review

Valeo Financial Advisors reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 0.76% in Q2 2026, selling an estimated $1.59K and leaving 5,585 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Valeo Financial Advisors first reported a position in USHY in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.39M in Q3 2025. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Valeo Financial Advisors held 5,585 shares of iShares Broad USD High Yield Corporate Bond ETF worth $207K as of Q2 2026.
Valeo Financial Advisors sold 43 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.59K.
iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #752 holding.
Valeo Financial Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2019 and has held it in 13 quarters since.
Valeo Financial Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.39M in Q3 2025.
668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.