Cedar Brook Financial Partners’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-36,167	Closed	-$1.32M	–	376
2024 Q1	$1.32M	Buy	36,167 +7,455	+26%	+$271K	0.26%	90
2023 Q4	$1.05M	Buy	28,712 +3,551	+14%	+$125K	0.23%	103
2023 Q3	$873K	Buy	25,161 +1,043	+4%	+$36.6K	0.23%	105
2023 Q2	$851K	Buy	24,118 +327	+1%	+$11.5K	0.2%	117
2023 Q1	$846K	Buy	23,791 +897	+4%	+$31.5K	0.22%	116
2022 Q4	$791K	Buy	22,894 +2,193	+11%	+$75.8K	0.22%	117
2022 Q3	$696K	Buy	20,701 +749	+4%	+$26.6K	0.22%	117
2022 Q2	$691K	Sell	19,952 -662	-3%	-$24.3K	0.22%	118
2022 Q1	$801K	Buy	20,614 +5,370	+35%	+$212K	0.21%	118
2021 Q4	$628K	Buy	15,244 +2,031	+15%	+$83.5K	0.16%	155
2021 Q3	$548K	Buy	13,213 +2,445	+23%	+$102K	0.16%	153
2021 Q2	$449K	Buy	+10,768	New	+$445K	0.13%	191
2020 Q2	–	Sell	-6,125	Closed	-$217K	–	294
2020 Q1	$217K	Buy	+6,125	New	+$242K	0.12%	214