Vertex Investment Solutions’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.89M Buy
51,100
+6,100
+14% +$226K 1.28% 14
2026
Q1
$1.64M Buy
+45,000
New +$1.68M 1.9% 13

Other funds holding USHY

Vertex Investment Solutions's USHY Position: Q2 2026 in Review

Vertex Investment Solutions increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 14% in Q2 2026, buying an estimated $226K and bringing the position to 51,100 shares worth $1.89M. The position accounts for 1.28% of the portfolio, ranked #14.

Vertex Investment Solutions first reported a position in USHY in Q1 2026 and has held it in 2 quarters since. 669 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Vertex Investment Solutions held 51,100 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.89M as of Q2 2026.
  • Vertex Investment Solutions bought 6,100 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $226K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 1.28% of Vertex Investment Solutions's portfolio in Q2 2026, its #14 holding.
  • Vertex Investment Solutions first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 669 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Vertex Investment Solutions's 13F filing for Q2 2026, filed 15 Jul 2026.