Belpointe Asset Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Belpointe Asset Management’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	$568K	Sell	15,337 -37	-0.2%	-$1.37K	0.02%	681
2026 Q1	$566K	Sell	15,374 -21,571	-58%	-$804K	0.02%	649
2025 Q4	$1.38M	Sell	36,945 -17,949	-33%	-$672K	0.05%	325
2025 Q3	$2.07M	Sell	54,894 -2,640	-5%	-$98.9K	0.08%	217
2025 Q2	$2.16M	Buy	+57,534	New	+$2.11M	0.09%	193
2023 Q2	–	Sell	-3,910	Closed	-$139K	–	3247
2023 Q1	$139K	Hold	3,910	–	–	0.01%	1122
2022 Q4	$135K	Sell	3,910 -12,628	-76%	-$436K	0.01%	1075
2022 Q3	$556K	Buy	16,538 +3,993	+32%	+$142K	0.04%	461
2022 Q2	$434K	Buy	12,545 +2,472	+25%	+$90.6K	0.03%	544
2022 Q1	$391K	Sell	10,073 -2,168	-18%	-$85.7K	0.02%	621
2021 Q4	$504K	Buy	12,241 +288	+2%	+$11.8K	0.03%	518
2021 Q3	$496K	Buy	11,953 +7,679	+180%	+$319K	0.03%	510
2021 Q2	$178K	Buy	4,274 +545	+15%	+$22.5K	0.01%	876
2021 Q1	$153K	Buy	3,729 +968	+35%	+$39.8K	0.01%	845
2020 Q4	$114K	Buy	+2,761	New	+$111K	0.01%	909

Other funds holding USHY

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Belpointe Asset Management's USHY Position: Q2 2026 in Review

Belpointe Asset Management reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 0.24% in Q2 2026, selling an estimated $1.37K and leaving 15,337 shares worth $568K. The position accounts for 0.02% of the portfolio, ranked #681.

Belpointe Asset Management first reported a position in USHY in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.16M in Q2 2025. 273 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Belpointe Asset Management held 15,337 shares of iShares Broad USD High Yield Corporate Bond ETF worth $568K as of Q2 2026.
Belpointe Asset Management sold 37 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.37K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #681 holding.
Belpointe Asset Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2020 and has held it in 15 quarters since.
Belpointe Asset Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $2.16M in Q2 2025.
273 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.