Gries Financial’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Gries Financial’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	$1.78M	Buy	+47,224	New	+$1.77M	0.28%	77

Other funds holding USHY

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Gries Financial's USHY Position: Q3 2025 in Review

Gries Financial opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2025: 47,224 shares worth $1.78M. The stake represents 0.28% of the portfolio and ranks #77 among its holdings.

595 funds tracked by Wall St. Rank hold USHY as of Q3 2025.

Gries Financial held 47,224 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.78M as of Q3 2025.
iShares Broad USD High Yield Corporate Bond ETF was a new Gries Financial position in Q3 2025.
iShares Broad USD High Yield Corporate Bond ETF made up 0.28% of Gries Financial's portfolio in Q3 2025, its #77 holding.
595 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.