EP Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$217K	Sell	5,777 -2,495	-30%	-$93.6K	﹤0.01%	1209
2025 Q1	$304K	Sell	8,272 -4,377	-35%	-$161K	﹤0.01%	905
2024 Q4	$465K	Buy	+12,649	New	+$465K	﹤0.01%	715
2021 Q2	–	Sell	-5,293	Closed	-$218K	–	549
2021 Q1	$218K	Buy	+5,293	New	+$218K	0.01%	461