David Kennon’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	$654K	Sell	17,748 -89,695	-83%	-$3.34M	0.23%	29
2025 Q4	$4.02M	Buy	107,443 +732	+0.7%	+$27.4K	1.43%	17
2025 Q3	$4.03M	Sell	106,711 -3,572	-3%	-$134K	1.45%	16
2025 Q2	$4.14M	Sell	110,283 -32,384	-23%	-$1.19M	1.55%	16
2025 Q1	$5.25M	Sell	142,667 -147	-0.1%	-$5.45K	2.09%	16
2024 Q4	$5.25M	Buy	142,814 +2,371	+2%	+$88.2K	2.07%	15
2024 Q3	$5.29M	Buy	140,443 +2,625	+2%	+$97K	2.08%	16
2024 Q2	$5M	Buy	137,818 +488	+0.4%	+$17.6K	2.1%	15
2024 Q1	$5.02M	Sell	137,330 -2,288	-2%	-$83.2K	2.15%	15
2023 Q4	$5.08M	Sell	139,618 -33,820	-19%	-$1.19M	2.27%	15
2023 Q3	$6.02M	Buy	173,438 +375	+0.2%	+$13.2K	2.89%	13
2023 Q2	$6.11M	Buy	173,063 +3,646	+2%	+$128K	2.85%	13
2023 Q1	$6.02M	Buy	+169,417	New	+$5.96M	2.94%	13