SageView Advisory Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

SageView Advisory Group’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	$793K	Buy	21,199 +405	+2%	+$15.2K	0.03%	282
2025 Q3	$786K	Buy	20,794 +155	+0.8%	+$5.81K	0.03%	297
2025 Q2	$772K	Buy	20,639 +6,859	+50%	+$252K	0.03%	280
2025 Q1	$507K	Buy	13,780 +4,306	+45%	+$160K	0.02%	344
2024 Q4	$349K	Buy	+9,474	New	+$352K	0.02%	409
2024 Q2	–	Hold	0	–	–	–	339
2023 Q4	–	Sell	-8,549	Closed	-$300K	–	342
2023 Q3	$297K	Sell	8,549 -212	-2%	-$7.45K	0.02%	427
2023 Q2	$309K	Sell	8,761 -2,362	-21%	-$82.8K	0.02%	440
2023 Q1	$395K	Sell	11,123 -9,872	-47%	-$347K	0.03%	344
2022 Q4	$725K	Buy	+20,995	New	+$726K	0.06%	194

Other funds holding USHY

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

BlackRock New York $5.72T AUM 30.48% 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

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

SageView Advisory Group's USHY Position: Q4 2025 in Review

SageView Advisory Group increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 1.9% in Q4 2025, buying an estimated $15.2K and bringing the position to 21,199 shares worth $793K. The position accounts for 0.03% of the portfolio, ranked #282.

SageView Advisory Group first reported a position in USHY in Q4 2022 and has held it in 9 quarters since. 661 funds tracked by Wall St. Rank hold USHY as of Q4 2025.

SageView Advisory Group held 21,199 shares of iShares Broad USD High Yield Corporate Bond ETF worth $793K as of Q4 2025.
SageView Advisory Group bought 405 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2025, an estimated $15.2K.
iShares Broad USD High Yield Corporate Bond ETF made up 0.03% of SageView Advisory Group's portfolio in Q4 2025, its #282 holding.
SageView Advisory Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2022 and has held it in 9 quarters since.
661 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.