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

Peak 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	$3.1M	Buy	83,765 +6,517	+8%	+$241K	0.7%	23
2026 Q1	$2.85M	Buy	77,248 +22,284	+41%	+$831K	0.79%	24
2025 Q4	$2.06M	Buy	54,964 +20,405	+59%	+$764K	0.58%	29
2025 Q3	$1.31M	Buy	34,559 +17,800	+106%	+$667K	0.68%	26
2025 Q2	$629K	Buy	16,759 +5,197	+45%	+$191K	0.4%	36
2025 Q1	$426K	Buy	11,562 +1,850	+19%	+$68.6K	0.18%	76
2024 Q4	$357K	Buy	9,712 +1,055	+12%	+$39.2K	0.15%	81
2024 Q3	$326K	Buy	+8,657	New	+$320K	0.14%	88

Other funds holding USHY

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Peak Planning Group increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 8.4% in Q2 2026, buying an estimated $241K and bringing the position to 83,765 shares worth $3.1M. The position accounts for 0.7% of the portfolio, ranked #23.

Peak Planning Group first reported a position in USHY in Q3 2024 and has held it in 8 quarters since. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Peak Planning Group held 83,765 shares of iShares Broad USD High Yield Corporate Bond ETF worth $3.1M as of Q2 2026.
Peak Planning Group bought 6,517 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $241K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.7% of Peak Planning Group's portfolio in Q2 2026, its #23 holding.
Peak Planning Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.