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

Monument Capital 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 		– Sell
-127,239
Closed -$4.81M – 245
2025
Q3 		$4.81M Sell
127,239
-369
-0.3% -$13.8K 1.2% 18
2025
Q2 		$4.79M Sell
127,608
-34,359
-21% -$1.26M 1.25% 20
2025
Q1 		$5.96M Buy
161,967
+1,438
+0.9% +$53.3K 1.83% 8
2024
Q4 		$5.91M Sell
160,529
-7,239
-4% -$269K 1.63% 6
2024
Q3 		$6.32M Sell
167,768
-3,483
-2% -$129K 1.75% 7
2024
Q2 		$6.21M Sell
171,251
-88,629
-34% -$3.2M 1.83% 7
2024
Q1 		$9.51M Buy
259,880
+103,546
+66% +$3.76M 2.74% 5
2023
Q4 		$5.68M Sell
156,334
-159,354
-50% -$5.59M 1.83% 9
2023
Q3 		$11M Buy
315,688
+207,872
+193% +$7.3M 3.68% 5
2023
Q2 		$3.81M Buy
107,816
+32,112
+42% +$1.13M 1.21% 18
2023
Q1 		$2.69M Buy
+75,704
New +$2.66M 0.9% 31

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Monument Capital Management's USHY Position: Q4 2025 in Review

Monument Capital Management sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2025, closing a stake of 127,239 shares — an estimated $4.81M sold.

Monument Capital Management first reported a position in USHY in Q1 2023 and held it in 11 quarters. The position peaked at $11M in Q3 2023. 661 funds tracked by Wall St. Rank hold USHY as of Q4 2025.

  • Monument Capital Management reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Monument Capital Management sold 127,239 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2025, an estimated $4.81M.
  • Monument Capital Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2023 and held it in 11 quarters.
  • Monument Capital Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $11M in Q3 2023.
  • 661 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2025.

Based on Monument Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.