Caldwell Trust’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Caldwell Trust’s Portfolio USHY Stock Details USHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.79K	Hold	181
2025 Q1	$6.66K	Sell	181 -611
2024 Q4	$29.1K	Buy	792 +392
2024 Q3	$15.1K	Buy	+400