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 Q2	$594K	Buy	16,039 +1,872	+13%	+$69.3K	0.17%	122
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 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

Pines Wealth Management's USHY Position: Q2 2026 in Review

Pines Wealth Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 13% in Q2 2026, buying an estimated $69.3K and bringing the position to 16,039 shares worth $594K. The position accounts for 0.17% of the portfolio, ranked #122.

Pines Wealth Management first reported a position in USHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $704K in Q4 2024. 672 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Pines Wealth Management held 16,039 shares of iShares Broad USD High Yield Corporate Bond ETF worth $594K as of Q2 2026.
Pines Wealth Management bought 1,872 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $69.3K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.17% of Pines Wealth Management's portfolio in Q2 2026, its #122 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 7 quarters since.
Pines Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $704K in Q4 2024.
672 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.