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Causey Wealth LLC’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Causey Wealth LLC’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
2025
Q1 		– Sell
-7,607
Closed -$280K – 71
2024
Q4 		$280K Buy
+7,607
New +$283K 0.16% 58

Other funds holding USHY

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Causey Wealth LLC's USHY Position: Q1 2025 in Review

Causey Wealth LLC sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q1 2025, closing a stake of 7,607 shares — an estimated $280K sold.

Causey Wealth LLC first reported a position in USHY in Q4 2024 and held it in 1 quarter. The position peaked at $280K in Q4 2024. 559 funds tracked by Wall St. Rank hold USHY as of Q1 2025.

  • Causey Wealth LLC reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Causey Wealth LLC sold 7,607 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2025, an estimated $280K.
  • Causey Wealth LLC first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Causey Wealth LLC's iShares Broad USD High Yield Corporate Bond ETF position peaked at $280K in Q4 2024.
  • 559 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2025.

Based on Causey Wealth LLC's 13F filing for Q1 2025, filed 19 May 2026.