Jefferies Group's USHY Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 71,905 shares of iShares Broad USD High Yield Corporate Bond ETF (USHY) worth $2.66 M, representing 0.02% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in USHY, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 311,710 shares. Largest reduction occurred in Q4 2023, reducing 500,000 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's iShares Broad USD High Yield Corporate Bond ETF (USHY) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Broad USD High Yield Corporate Bond ETF (USHY) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +71,905 | New Buy | 71,905 | $37.02 |
| Q2 2025 | -111,999 | Sold Out | 0 | $0.00 |
| Q1 2025 | -199,711 | Reduce 64.07% | 111,999 | $36.81 |
| Q4 2024 | +311,710 | New Buy | 311,710 | $36.79 |
| Q4 2023 | -500,000 | Sold Out | 0 | $0.00 |
| Q3 2023 | -309,763 | Reduce 38.25% | 500,000 | $34.71 |
| Q2 2023 | -240,237 | Reduce 22.88% | 809,763 | $35.30 |
| Q1 2023 | +175,897 | Add 20.12% | 1.05 M | $35.55 |
| Q4 2022 | +874,103 | New Buy | 874,103 | $34.53 |
Jefferies Group's iShares Broad USD High Yield Corporate Bond ETF Investment FAQs
Jefferies Group first purchased iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2022, acquiring 874,103 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held iShares Broad USD High Yield Corporate Bond ETF (USHY) for 9 quarters since Q4 2022.
Jefferies Group's largest addition to iShares Broad USD High Yield Corporate Bond ETF (USHY) was in Q4 2022, adding 874,103 shares worth $30.18 M.
According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 71,905 shares of iShares Broad USD High Yield Corporate Bond ETF (USHY), valued at approximately $2.66 M.
As of the Q2 2026 filing, iShares Broad USD High Yield Corporate Bond ETF (USHY) represents approximately 0.02% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in iShares Broad USD High Yield Corporate Bond ETF (USHY) was 1,050,000 shares, as reported at the end of Q1 2023.