USHY β€” ISHARES BROAD USD HI

Ownership history in PPM AMERICA INC/IL  Β·  10 quarters on record

AI Ownership Summary

PPM AMERICA INC/IL reported ISHARES BROAD USD HI (USHY) in 10 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 46.12% in 2025 Q3. The latest visible filing shows USHY at 46.12% 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 PPM AMERICA INC/IL's position in ISHARES BROAD USD HI, 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 46.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
46.12% in 2025 Q3

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

Time in book
Holding Window
2024 Q1 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 PPM AMERICA INC/IL held USHY β€” position size vs. price
% of Fund (quarterly)    USHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 227,053 +94,581 +71.4% 46.12% $8.6M 2025-11-12 $36.37
2025 Q1 ADDED 132,472 +89,472 +208.1% 34.89% $4.9M 2025-05-12 $34.67
2024 Q1 REDUCED 43,000 -302,747 -87.6% 10.51% $1.6M 2024-05-09 $31.79
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About PPM AMERICA INC/IL and USHY

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

How long has PPM AMERICA INC/IL reported owning USHY?

PPM AMERICA INC/IL reported USHY across 3 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported USHY position in PPM AMERICA INC/IL's portfolio?

The largest reported portfolio weight for USHY was 46.12% in 2025 Q3.

What is the latest reported USHY position on this page?

The most recent filing on this page is 2025 Q3, when PPM AMERICA INC/IL reported 227,053 shares, equal to 46.12% of portfolio, with an estimated market value of $8.6M.

What does the chart on this USHY ownership page compare?

The chart compares PPM AMERICA INC/IL'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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