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Cornerstone Planning Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Cornerstone Planning 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 		$4.24K Buy
115
+71
+161% +$2.63K ﹤0.01% 1132
2026
Q1 		$1.62K Buy
44
+1
+2% +$37 ﹤0.01% 1343
2025
Q4 		$1.63K Buy
43
+16
+59% +$599 ﹤0.01% 1232
2025
Q3 		$1K Buy
27
+1
+4% +$37 ﹤0.01% 1307
2025
Q2 		$981 Hold
26
– – ﹤0.01% 1117
2025
Q1 		$939 Buy
26
+1
+4% +$37 ﹤0.01% 1146
2024
Q4 		$949 Sell
25
-218
-90% -$8.11K ﹤0.01% 966
2024
Q3 		$9.06K Buy
243
+2
+0.8% +$74 ﹤0.01% 431
2024
Q2 		$8.73K Sell
241
-50
-17% -$1.81K ﹤0.01% 472
2024
Q1 		$10.5K Sell
291
-543
-65% -$19.7K ﹤0.01% 398
2023
Q4 		$30.3K Sell
834
-366
-31% -$12.8K 0.01% 260
2023
Q3 		$41.7K Sell
1,200
-506
-30% -$17.8K 0.02% 205
2023
Q2 		$60.2K Buy
+1,706
New +$59.8K 0.02% 215
2022
Q4 		$152K Buy
+4,261
New +$147K 0.06% 115

Other funds holding USHY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
TC
Toews Corporation Northfield, New Jersey $686M AUM 6.66% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Cornerstone Planning Group's USHY Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 161% in Q2 2026, buying an estimated $2.63K and bringing the position to 115 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Cornerstone Planning Group first reported a position in USHY in Q4 2022 and has held it in 14 quarters since. The position peaked at $152K in Q4 2022. 441 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Cornerstone Planning Group held 115 shares of iShares Broad USD High Yield Corporate Bond ETF worth $4.24K as of Q2 2026.
  • Cornerstone Planning Group bought 71 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.63K.
  • iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1132 holding.
  • Cornerstone Planning Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $152K in Q4 2022.
  • 441 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.