SW
USHY icon

Simplicity Wealth’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Simplicity Wealth’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
-37,361
Closed -$1.41M – 777
2025
Q3 		$1.41M Sell
37,361
-195,189
-84% -$7.31M 0.08% 234
2025
Q2 		$8.72M Buy
232,550
+139,421
+150% +$5.11M 0.36% 64
2025
Q1 		$3.43M Buy
+93,129
New +$3.45M 0.27% 90
2024
Q4 		– Sell
-56,197
Closed -$2.12M – 504
2024
Q3 		$2.12M Sell
56,197
-121,292
-68% -$4.48M 0.2% 110
2024
Q2 		$6.44M Buy
177,489
+103,309
+139% +$3.74M 0.15% 147
2024
Q1 		$2.71M Buy
74,180
+64,031
+631% +$2.33M 0.06% 293
2023
Q4 		$369K Buy
10,149
+3,075
+43% +$108K 0.14% 121
2023
Q3 		$246K Buy
+7,074
New +$249K 0.14% 77
2022
Q4 		– Sell
-71,470
Closed -$2.4M – 86
2022
Q3 		$2.4M Sell
71,470
-1,758
-2% -$62.5K 3.23% 9
2022
Q2 		$2.54M Sell
73,228
-47,289
-39% -$1.73M 3.7% 8
2022
Q1 		$4.68M Sell
120,517
-41,821
-26% -$1.65M 4.55% 5
2021
Q4 		$6.69M Buy
+162,338
New +$6.68M 3.61% 7

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 $666M AUM 13.83% 1-Year Est. Return

Simplicity Wealth's USHY Position: Q4 2025 in Review

Simplicity Wealth sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q4 2025, closing a stake of 37,361 shares — an estimated $1.41M sold.

Simplicity Wealth first reported a position in USHY in Q4 2021 and held it in 12 quarters. The position peaked at $8.72M in Q2 2025. 660 funds tracked by Wall St. Rank hold USHY as of Q4 2025.

  • Simplicity Wealth reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Simplicity Wealth sold 37,361 iShares Broad USD High Yield Corporate Bond ETF shares in Q4 2025, an estimated $1.41M.
  • Simplicity Wealth first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2021 and held it in 12 quarters.
  • Simplicity Wealth's iShares Broad USD High Yield Corporate Bond ETF position peaked at $8.72M in Q2 2025.
  • 660 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.