Pinion Investment Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Pinion Investment Advisors’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	$296K	Buy	8,041 +988	+14%	+$36.8K	0.07%	148
2025 Q4	$264K	Buy	+7,053	New	+$264K	0.06%	145
2023 Q4	–	Sell	-12,456	Closed	-$432K	–	171
2023 Q3	$432K	Buy	12,456 +3,110	+33%	+$109K	0.28%	86
2023 Q2	$330K	Buy	+9,346	New	+$328K	0.22%	114
2022 Q3	–	Sell	-23,364	Closed	-$809K	–	162
2022 Q2	$809K	Buy	23,364 +4,484	+24%	+$164K	0.67%	41
2022 Q1	$734K	Buy	18,880 +5,307	+39%	+$210K	0.51%	56
2021 Q4	$559K	Buy	13,573 +5,582	+70%	+$230K	0.38%	82
2021 Q3	$332K	Buy	7,991 +321	+4%	+$13.3K	0.27%	115
2021 Q2	$320K	Buy	7,670 +187	+2%	+$7.72K	0.26%	116
2021 Q1	$308K	Buy	7,483 +33	+0.4%	+$1.36K	0.28%	118
2020 Q4	$307K	Buy	+7,450	New	+$300K	0.32%	106

Other funds holding USHY

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinion Investment Advisors's USHY Position: Q1 2026 in Review

Pinion Investment Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 14% in Q1 2026, buying an estimated $36.8K and bringing the position to 8,041 shares worth $296K. The position accounts for 0.07% of the portfolio, ranked #148.

Pinion Investment Advisors first reported a position in USHY in Q4 2020 and has held it in 11 quarters since. The position peaked at $809K in Q2 2022. 649 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Pinion Investment Advisors held 8,041 shares of iShares Broad USD High Yield Corporate Bond ETF worth $296K as of Q1 2026.
Pinion Investment Advisors bought 988 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $36.8K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.07% of Pinion Investment Advisors's portfolio in Q1 2026, its #148 holding.
Pinion Investment Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2020 and has held it in 11 quarters since.
Pinion Investment Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $809K in Q2 2022.
649 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.