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Partners Capital Investment Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Partners Capital Investment 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 		$7.42M Sell
201,447
-57,379
-22% -$2.14M 0.28% 43
2025
Q4 		$9.68M Sell
258,826
-246,123
-49% -$9.22M 0.36% 38
2025
Q3 		$19.1M Buy
504,949
+5,988
+1% +$224K 0.76% 25
2025
Q2 		$18.7M Sell
498,961
-730,012
-59% -$26.8M 0.75% 26
2025
Q1 		$45.2M Buy
1,228,973
+378,198
+44% +$14M 0.76% 26
2024
Q4 		$31.3M Sell
850,775
-865,189
-50% -$32.2M 0.86% 28
2024
Q3 		$64.6M Sell
1,715,964
-31,601
-2% -$1.17M 1.03% 25
2024
Q2 		$63.5M Buy
1,747,565
+801,386
+85% +$29M 1.07% 22
2024
Q1 		$34.6M Sell
946,179
-434,808
-31% -$15.8M 0.94% 29
2023
Q4 		$50.2M Buy
1,380,987
+48,726
+4% +$1.71M 1.1% 23
2023
Q3 		$46.2M Sell
1,332,261
-646,040
-33% -$22.7M 1.11% 20
2023
Q2 		$69.8M Buy
1,978,301
+579,217
+41% +$20.3M 1.49% 17
2023
Q1 		$49.7M Buy
1,399,084
+452,105
+48% +$15.9M 2.14% 11
2022
Q4 		$32.7M Buy
946,979
+141,340
+18% +$4.88M 1.57% 14
2022
Q3 		$27.1M Buy
+805,639
New +$28.6M 1.6% 12

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return
BlackRock
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Partners Capital Investment Group's USHY Position: Q1 2026 in Review

Partners Capital Investment Group reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 22% in Q1 2026, selling an estimated $2.14M and leaving 201,447 shares worth $7.42M. The position accounts for 0.28% of the portfolio, ranked #43.

Partners Capital Investment Group first reported a position in USHY in Q3 2022 and has held it in 15 quarters since. The position peaked at $69.8M in Q2 2023. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • Partners Capital Investment Group held 201,447 shares of iShares Broad USD High Yield Corporate Bond ETF worth $7.42M as of Q1 2026.
  • Partners Capital Investment Group sold 57,379 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $2.14M.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.28% of Partners Capital Investment Group's portfolio in Q1 2026, its #43 holding.
  • Partners Capital Investment Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Partners Capital Investment Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $69.8M in Q2 2023.
  • 648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Partners Capital Investment Group's 13F filing for Q1 2026, filed 12 May 2026.