GWA
USHY icon

Geometric Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Geometric Wealth 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 		$353K Buy
9,584
+107
+1% +$3.99K 0.04% 68
2025
Q4 		$354K Buy
9,477
+213
+2% +$7.98K 0.05% 66
2025
Q3 		$350K Buy
+9,264
New +$347K 0.05% 70

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

Geometric Wealth Advisors's USHY Position: Q1 2026 in Review

Geometric Wealth Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 1.1% in Q1 2026, buying an estimated $3.99K and bringing the position to 9,584 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #68.

Geometric Wealth Advisors first reported a position in USHY in Q3 2025 and has held it in 3 quarters since. The position peaked at $354K in Q4 2025. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • Geometric Wealth Advisors held 9,584 shares of iShares Broad USD High Yield Corporate Bond ETF worth $353K as of Q1 2026.
  • Geometric Wealth Advisors bought 107 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $3.99K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.04% of Geometric Wealth Advisors's portfolio in Q1 2026, its #68 holding.
  • Geometric Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Geometric Wealth Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $354K in Q4 2025.
  • 648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Geometric Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.