Barnes Wealth Management Group’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Barnes Wealth Management Group’s Portfolio QHY Stock Details QHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.55M	Buy	33,769 +387	+1%	+$17.8K	0.72%	35
2026 Q1	$1.52M	Buy	33,382 +738	+2%	+$34.1K	0.77%	34
2025 Q4	$1.52M	Sell	32,644 -309	-0.9%	-$14.4K	0.81%	34
2025 Q3	$1.53M	Buy	32,953 +1,989	+6%	+$92.1K	0.84%	34
2025 Q2	$1.43M	Buy	30,964 +1,549	+5%	+$70K	0.84%	37
2025 Q1	$1.33M	Buy	29,415 +2,432	+9%	+$111K	0.85%	34
2024 Q4	$1.22M	Buy	+26,983	New	+$1.23M	0.82%	37

Other funds holding QHY

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

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $221M AUM 16.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

Barnes Wealth Management Group's QHY Position: Q2 2026 in Review

Barnes Wealth Management Group increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 1.2% in Q2 2026, buying an estimated $17.8K and bringing the position to 33,769 shares worth $1.55M. The position accounts for 0.72% of the portfolio, ranked #35.

Barnes Wealth Management Group first reported a position in QHY in Q4 2024 and has held it in 7 quarters since. 73 funds tracked by Wall St. Rank hold QHY as of Q2 2026.

Barnes Wealth Management Group held 33,769 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $1.55M as of Q2 2026.
Barnes Wealth Management Group bought 387 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q2 2026, an estimated $17.8K.
WisdomTree U.S. High Yield Corporate Bond Fund made up 0.72% of Barnes Wealth Management Group's portfolio in Q2 2026, its #35 holding.
Barnes Wealth Management Group first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2024 and has held it in 7 quarters since.
73 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.