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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
Q2 		$9.64M Buy
260,361
+58,914
+29% +$2.18M 0.34% 40
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 $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Partners Capital Investment Group's USHY Position: Q2 2026 in Review

Partners Capital Investment Group increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 29% in Q2 2026, buying an estimated $2.18M and bringing the position to 260,361 shares worth $9.64M. The position accounts for 0.34% of the portfolio, ranked #40.

Partners Capital Investment Group first reported a position in USHY in Q3 2022 and has held it in 16 quarters since. The position peaked at $69.8M in Q2 2023. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Partners Capital Investment Group held 260,361 shares of iShares Broad USD High Yield Corporate Bond ETF worth $9.64M as of Q2 2026.
  • Partners Capital Investment Group bought 58,914 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.18M.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.34% of Partners Capital Investment Group's portfolio in Q2 2026, its #40 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 16 quarters since.
  • Partners Capital Investment Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $69.8M in Q2 2023.
  • 672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.