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 Q2	$1.21M	Buy	32,726 +24,685	+307%	+$914K	0.23%	66
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 $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

Pinion Investment Advisors's USHY Position: Q2 2026 in Review

Pinion Investment Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 307% in Q2 2026, buying an estimated $914K and bringing the position to 32,726 shares worth $1.21M. The position accounts for 0.23% of the portfolio, ranked #66.

Pinion Investment Advisors first reported a position in USHY in Q4 2020 and has held it in 12 quarters since. 673 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

Pinion Investment Advisors held 32,726 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.21M as of Q2 2026.
Pinion Investment Advisors bought 24,685 iShares Broad USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $914K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.23% of Pinion Investment Advisors's portfolio in Q2 2026, its #66 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 12 quarters since.
673 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.