Creative Planning’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
2026 Q1	$5.89M	Sell	159,957 -4,470	-3%	-$167K	﹤0.01%	1070
2025 Q4	$6.15M	Buy	164,427 +14,463	+10%	+$542K	﹤0.01%	866
2025 Q3	$5.67M	Buy	149,964 +11,240	+8%	+$421K	﹤0.01%	801
2025 Q2	$5.2M	Sell	138,724 -85,989	-38%	-$3.15M	﹤0.01%	740
2025 Q1	$8.27M	Sell	224,713 -271	-0.1%	-$10K	0.01%	551
2024 Q4	$8.28M	Buy	224,984 +8,454	+4%	+$314K	0.01%	518
2024 Q3	$8.15M	Buy	216,530 +4,262	+2%	+$157K	0.01%	503
2024 Q2	$7.7M	Sell	212,268 -1,591	-0.7%	-$57.5K	0.01%	488
2024 Q1	$7.83M	Buy	213,859 +21,791	+11%	+$792K	0.01%	474
2023 Q4	$6.98M	Buy	192,068 +500	+0.3%	+$17.5K	0.01%	475
2023 Q3	$6.65M	Buy	191,568 +2,057	+1%	+$72.3K	0.01%	451
2023 Q2	$6.69M	Buy	189,511 +1,781	+0.9%	+$62.5K	0.01%	442
2023 Q1	$6.67M	Buy	187,730 +1,819	+1%	+$64K	0.01%	430
2022 Q4	$6.42M	Buy	185,911 +561	+0.3%	+$19.4K	0.01%	426
2022 Q3	$6.23M	Sell	185,350 -97	-0.1%	-$3.45K	0.01%	395
2022 Q2	$6.42M	Sell	185,447 -226,492	-55%	-$8.3M	0.01%	401
2022 Q1	$16M	Buy	411,939 +404,212	+5,231%	+$16M	0.02%	243
2021 Q4	$318K	Sell	7,727 -3,761	-33%	-$155K	﹤0.01%	1580
2021 Q3	$477K	Buy	11,488 +1,765	+18%	+$73.4K	﹤0.01%	1333
2021 Q2	$406K	Buy	9,723 +3,788	+64%	+$156K	﹤0.01%	1396
2021 Q1	$244K	Buy	+5,935	New	+$244K	﹤0.01%	1934