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Pines Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Pines Wealth 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
Q1 		$522K Buy
14,167
+36
+0.3% +$1.34K 0.17% 127
2025
Q4 		$528K Buy
14,131
+4
+0% +$150 0.17% 125
2025
Q3 		$534K Sell
14,127
-729
-5% -$27.3K 0.18% 121
2025
Q2 		$555K Sell
14,856
-4,617
-24% -$169K 0.2% 122
2025
Q1 		$687K Buy
19,473
+290
+2% +$10.8K 0.32% 80
2024
Q4 		$704K Buy
+19,183
New +$713K 0.31% 81

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

Pines Wealth Management's USHY Position: Q1 2026 in Review

Pines Wealth Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 0.25% in Q1 2026, buying an estimated $1.34K and bringing the position to 14,167 shares worth $522K. The position accounts for 0.17% of the portfolio, ranked #127.

Pines Wealth Management first reported a position in USHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $704K in Q4 2024. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • Pines Wealth Management held 14,167 shares of iShares Broad USD High Yield Corporate Bond ETF worth $522K as of Q1 2026.
  • Pines Wealth Management bought 36 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.34K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.17% of Pines Wealth Management's portfolio in Q1 2026, its #127 holding.
  • Pines Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $704K in Q4 2024.
  • 648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.