USHY — ISHARES TR

Ownership history in Monument Capital Management  ·  11 quarters on record

This page tracks every 13F SEC filing in which Monument Capital Management reported a position in ISHARES TR (USHY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.68% (2023 Q3)
Avg. % of fund
1.8%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 127,239 -369 -0.3% 1.20% $4.8M $36.52
2025 Q2 REDUCED 127,608 -34,359 -21.2% 1.25% $4.8M $35.65
2025 Q1 ADDED 161,967 +1,438 +0.9% 1.83% $6.0M $34.39
2024 Q4 REDUCED 160,529 -7,239 -4.3% 1.63% $5.9M $33.99
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    USHY price (monthly, adj. close)

Other funds also holding USHY

As of 2025 Q4 — sorted by position size

Counterpoint Mutual Funds LLC 3Y 41.77% BTS Asset Management, Inc. 3Y 7Y 34.97% TOEWS CORP /ADV 3Y 31.11% Polianta Ltd 3Y 7Y 23.87% Santa Clara Valley Transportation Authority 20.76% PRUDENTIAL PLC 3Y 7Y 18.75% Roberts Financial Services LLC 3Y 7Y 13.57% Ocean Park Asset Management, LLC 3Y 13.46% Bricktown Capital, LLC 3Y 10.17% Japan Science & Technology Agency 3Y 9.84%
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