Valley National Advisers’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Valley National Advisers’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	$223	Buy	+6	New	+$222	﹤0.01%	1010
2023 Q3	–	Sell	-6	Closed	-$1K	–	1128
2023 Q2	$1K	Hold	6	–	–	﹤0.01%	947
2023 Q1	$0	Hold	6	–	–	﹤0.01%	983
2022 Q4	$0	Hold	6	–	–	﹤0.01%	987
2022 Q3	$0	Hold	6	–	–	﹤0.01%	996
2022 Q2	$0	Hold	6	–	–	﹤0.01%	982
2022 Q1	$0	Buy	6 +2	+50%	+$79	﹤0.01%	987
2021 Q4	$0	Hold	4	–	–	﹤0.01%	966
2021 Q3	$0	Sell	4 -283	-99%	-$11.8K	﹤0.01%	941
2021 Q2	$12K	Hold	287	–	–	﹤0.01%	558
2021 Q1	$12K	Buy	287 +283	+7,075%	+$11.7K	﹤0.01%	515
2020 Q4	$0	Buy	+4	New	+$161	﹤0.01%	864

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

Valley National Advisers's USHY Position: Q2 2026 in Review

Valley National Advisers opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2026: 6 shares worth $223. The stake represents ﹤0.01% of the portfolio and ranks #1010 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in USHY as recently as Q2 2023.

Valley National Advisers first reported a position in USHY in Q4 2020 and has held it in 12 quarters since. The position peaked at $12K in Q2 2021. 676 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Valley National Advisers held 6 shares of iShares Broad USD High Yield Corporate Bond ETF worth $223 as of Q2 2026.
iShares Broad USD High Yield Corporate Bond ETF was a new Valley National Advisers position in Q2 2026.
iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #1010 holding.
Valley National Advisers first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2020 and has held it in 12 quarters since.
Valley National Advisers's iShares Broad USD High Yield Corporate Bond ETF position peaked at $12K in Q2 2021.
676 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.