GeoWealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

GeoWealth 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
2025 Q3	–	Sell	-1,504	Closed	-$56.4K	–	1215
2025 Q2	$56.4K	Buy	+1,504	New	+$55.2K	﹤0.01%	920
2025 Q1	–	Sell	-1,575	Closed	-$57.9K	–	1757
2024 Q4	$57.9K	Sell	1,575 -86	-5%	-$3.2K	﹤0.01%	1116
2024 Q3	$62.5K	Buy	+1,661	New	+$61.4K	﹤0.01%	1014

Other funds holding USHY

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $666M AUM 13.83% 1-Year Est. Return

GeoWealth Management's USHY Position: Q3 2025 in Review

GeoWealth Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2025, closing a stake of 1,504 shares — an estimated $56.4K sold.

GeoWealth Management first reported a position in USHY in Q3 2024 and held it in 3 quarters. The position peaked at $62.5K in Q3 2024. 595 funds tracked by Wall St. Rank hold USHY as of Q3 2025.

GeoWealth Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 1,504 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2025, an estimated $56.4K.
GeoWealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2024 and held it in 3 quarters.
GeoWealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $62.5K in Q3 2024.
595 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.