Barnes Wealth Management Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Barnes Wealth Management Group’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	$1.43M	Buy	38,703 +10,869	+39%	+$402K	0.66%	42
2026 Q1	$1.03M	Buy	27,834 +4,722	+20%	+$176K	0.52%	52
2025 Q4	$864K	Buy	23,112 +70	+0.3%	+$2.62K	0.46%	55
2025 Q3	$871K	Buy	23,042 +1,061	+5%	+$39.8K	0.48%	54
2025 Q2	$825K	Buy	21,981 +1,197	+6%	+$43.9K	0.49%	54
2025 Q1	$765K	Buy	20,784 +1,822	+10%	+$67.6K	0.49%	54
2024 Q4	$698K	Buy	+18,962	New	+$705K	0.47%	55

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

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

Barnes Wealth Management Group increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 39% in Q2 2026, buying an estimated $402K and bringing the position to 38,703 shares worth $1.43M. The position accounts for 0.66% of the portfolio, ranked #42.

Barnes Wealth Management Group first reported a position in USHY in Q4 2024 and has held it in 7 quarters since. 673 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Barnes Wealth Management Group held 38,703 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.43M as of Q2 2026.
Barnes Wealth Management Group bought 10,869 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $402K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.66% of Barnes Wealth Management Group's portfolio in Q2 2026, its #42 holding.
Barnes Wealth Management Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
673 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

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