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Whittier Trust’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Whittier Trust’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 		$57.7K Hold
1,560
– – ﹤0.01% 853
2026
Q1 		$57.5K Hold
1,560
– – ﹤0.01% 816
2025
Q4 		$58.6K Sell
1,560
-393
-20% -$14.7K ﹤0.01% 835
2025
Q3 		$73.4K Sell
1,953
-15,232
-89% -$571K ﹤0.01% 773
2025
Q2 		$644K Buy
17,185
+15,625
+1,002% +$573K 0.01% 456
2025
Q1 		$57.4K Hold
1,560
– – ﹤0.01% 905
2024
Q4 		$57.4K Hold
1,560
– – ﹤0.01% 911
2024
Q3 		$58.7K Hold
1,560
– – ﹤0.01% 895
2024
Q2 		$56.6K Hold
1,560
– – ﹤0.01% 893
2024
Q1 		$57.1K Hold
1,560
– – ﹤0.01% 913
2023
Q4 		$56.7K Hold
1,560
– – ﹤0.01% 891
2023
Q3 		$54.1K Hold
1,560
– – ﹤0.01% 908
2023
Q2 		$55.1K Sell
1,560
-1,550
-50% -$54.4K ﹤0.01% 910
2023
Q1 		$111K Hold
3,110
– – ﹤0.01% 785
2022
Q4 		$107K Hold
3,110
– – ﹤0.01% 794
2022
Q3 		$105K Sell
3,110
-2,500
-45% -$88.9K ﹤0.01% 777
2022
Q2 		$194K Hold
5,610
– – ﹤0.01% 647
2022
Q1 		$218K Buy
5,610
+1,500
+36% +$59.3K ﹤0.01% 654
2021
Q4 		$169K Buy
4,110
+250
+6% +$10.3K ﹤0.01% 708
2021
Q3 		$160K Sell
3,860
-1,385
-26% -$57.6K ﹤0.01% 684
2021
Q2 		$219K Hold
5,245
– – ﹤0.01% 631
2021
Q1 		$216K Hold
5,245
– – ﹤0.01% 626
2020
Q4 		$216K Hold
5,245
– – ﹤0.01% 582
2020
Q3 		$207K Hold
5,245
– – ﹤0.01% 564
2020
Q2 		$200K Sell
5,245
-19,210
-79% -$718K 0.01% 547
2020
Q1 		$868K Hold
24,455
– – 0.03% 307
2019
Q4 		$1M Buy
24,455
+315
+1% +$12.8K 0.03% 309
2019
Q3 		$988K Buy
24,140
+840
+4% +$34.3K 0.03% 308
2019
Q2 		$953K Buy
+23,300
New +$945K 0.03% 308

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

Whittier Trust's USHY Position: Q2 2026 in Review

Whittier Trust held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q2 2026 at 1,560 shares worth $57.7K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Whittier Trust first reported a position in USHY in Q2 2019 and has held it in 29 quarters since. The position peaked at $1M in Q4 2019. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Whittier Trust held 1,560 shares of iShares Broad USD High Yield Corporate Bond ETF worth $57.7K as of Q2 2026.
  • Whittier Trust left its iShares Broad USD High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #853 holding.
  • Whittier Trust first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • Whittier Trust's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1M in Q4 2019.
  • 668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.