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Litman Gregory Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Litman Gregory Wealth 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
Q4 		$1.24M Sell
33,043
-156
-0.5% -$5.84K 0.09% 77
2025
Q3 		$1.25M Buy
33,199
+1,009
+3% +$37.8K 0.09% 72
2025
Q2 		$1.21M Buy
32,190
+13
+0% +$477 0.1% 74
2025
Q1 		$1.18M Buy
32,177
+8
+0% +$297 0.1% 72
2024
Q4 		$1.18M Sell
32,169
-1,811
-5% -$67.4K 0.1% 65
2024
Q3 		$1.28M Sell
33,980
-1,333
-4% -$49.3K 0.11% 66
2024
Q2 		$1.28M Buy
35,313
+67
+0.2% +$2.42K 0.11% 64
2024
Q1 		$1.29M Sell
35,246
-33
-0.1% -$1.2K 0.12% 63
2023
Q4 		$1.28M Buy
35,279
+3,658
+12% +$128K 0.12% 63
2023
Q3 		$1.1M Sell
31,621
-1,008
-3% -$35.4K 0.11% 65
2023
Q2 		$1.15M Buy
+32,629
New +$1.14M 0.14% 42
2023
Q1 		– Sell
-33,430
Closed -$1.15M – 94
2022
Q4 		$1.15M Buy
33,430
+18
+0.1% +$622 0.16% 41
2022
Q3 		$1.12M Buy
33,412
+63
+0.2% +$2.24K 0.18% 39
2022
Q2 		$1.16M Hold
33,349
– – 0.17% 46
2022
Q1 		$1.3M Buy
33,349
+2,075
+7% +$82K 0.19% 43
2021
Q4 		$1.29M Buy
31,274
+2,000
+7% +$82.2K 0.22% 42
2021
Q3 		$1.22M Buy
29,274
+28,061
+2,313% +$1.17M 0.23% 41
2021
Q2 		$1.21M Sell
1,213
-332
-21% -$13.7K 0.23% 41
2021
Q1 		$64K Buy
+1,545
New +$63.6K 0.01% 93

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Litman Gregory Wealth Management's USHY Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 0.47% in Q4 2025, selling an estimated $5.84K and leaving 33,043 shares worth $1.24M. The position accounts for 0.09% of the portfolio, ranked #77.

Litman Gregory Wealth Management first reported a position in USHY in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.3M in Q1 2022. 661 funds tracked by Wall St. Rank hold USHY as of Q4 2025.

  • Litman Gregory Wealth Management held 33,043 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.24M as of Q4 2025.
  • Litman Gregory Wealth Management sold 156 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2025, an estimated $5.84K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.09% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #77 holding.
  • Litman Gregory Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2021 and has held it in 19 quarters since.
  • Litman Gregory Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.3M in Q1 2022.
  • 661 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.