USHY ISHARES TR

Ownership history in BRIGHTON JONES LLC  ·  12 quarters on record

AI Ownership Summary

BRIGHTON JONES LLC reported ISHARES TR (USHY) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.03% in 2025 Q1. The latest visible filing shows USHY at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this USHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRIGHTON JONES LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

USHY was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BRIGHTON JONES LLC held USHY — position size vs. price
% of Fund (quarterly)    USHY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 38,089 +6,160 +19.3% 0.03% $1.4M 2025-10-14 $36.17
2025 Q2 ADDED 31,929 +2,415 +8.2% 0.03% $1.2M 2025-07-31 $35.51
2025 Q1 ADDED 29,514 +2,367 +8.7% 0.03% $1.1M 2025-04-17 $33.82
2024 Q4 ADDED 27,147 +5,711 +26.6% 0.03% $999K 2025-01-21 $34.20
2024 Q3 REDUCED 21,436 -1,059 -4.7% 0.03% $807K 2024-10-22 $33.57
2024 Q2 ADDED 22,495 +4,256 +23.3% 0.03% $816K 2024-08-12 $32.69
2024 Q1 ADDED 18,239 +7,754 +74.0% 0.02% $667K 2024-05-09 $31.79
2023 Q4 REDUCED 10,485 -855 -7.5% 0.02% $381K 2024-02-05 $31.13
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BRIGHTON JONES LLC and USHY

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRIGHTON JONES LLC reported owning USHY?

BRIGHTON JONES LLC reported USHY across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported USHY position in BRIGHTON JONES LLC's portfolio?

The largest reported portfolio weight for USHY was 0.03% in 2025 Q1.

What is the latest reported USHY position on this page?

The most recent filing on this page is 2025 Q3, when BRIGHTON JONES LLC reported 38,089 shares, equal to 0.03% of portfolio, with an estimated market value of $1.4M.

What does the chart on this USHY ownership page compare?

The chart compares BRIGHTON JONES LLC's quarterly USHY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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