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 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 $208B AUM 16.12% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barnes Wealth Management Group's USHY Position: Q1 2026 in Review

Barnes Wealth Management Group increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 20% in Q1 2026, buying an estimated $176K and bringing the position to 27,834 shares worth $1.03M. The position accounts for 0.52% of the portfolio, ranked #52.

Barnes Wealth Management Group first reported a position in USHY in Q4 2024 and has held it in 6 quarters since. 649 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Barnes Wealth Management Group held 27,834 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.03M as of Q1 2026.
Barnes Wealth Management Group bought 4,722 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $176K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.52% of Barnes Wealth Management Group's portfolio in Q1 2026, its #52 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 6 quarters since.
649 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.