Founders Financial Securities’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	$5.39M	Buy	145,337 +14,111	+11%	+$526K	0.3%	70
2025 Q4	$4.91M	Buy	131,226 +9,513	+8%	+$356K	0.29%	70
2025 Q3	$4.6M	Sell	121,713 -49,595	-29%	-$1.86M	0.31%	64
2025 Q2	$6.43M	Buy	171,308 +66,812	+64%	+$2.45M	0.49%	48
2025 Q1	$3.84M	Sell	104,496 -61,156	-37%	-$2.27M	0.33%	68
2024 Q4	$6.09M	Sell	165,652 -12,328	-7%	-$458K	0.55%	40
2024 Q3	$6.7M	Sell	177,980 -52,436	-23%	-$1.94M	0.62%	38
2024 Q2	$8.36M	Buy	230,416 +3,198	+1%	+$116K	0.79%	35
2024 Q1	$8.31M	Sell	227,218 -16,278	-7%	-$592K	0.87%	32
2023 Q4	$8.85M	Buy	243,496 +8,346	+4%	+$293K	0.98%	26
2023 Q3	$8.16M	Buy	235,150 +44,536	+23%	+$1.56M	1.06%	26
2023 Q2	$6.73M	Buy	190,614 +46,110	+32%	+$1.62M	0.89%	29
2023 Q1	$5.14M	Buy	144,504 +27,908	+24%	+$981K	0.74%	31
2022 Q4	$4.03M	Buy	116,596 +32,002	+38%	+$1.11M	0.63%	35
2022 Q3	$2.84M	Buy	84,594 +11,511	+16%	+$409K	0.5%	42
2022 Q2	$2.53M	Sell	73,083 -40,321	-36%	-$1.48M	0.49%	42
2022 Q1	$4.41M	Buy	113,404 +34,391	+44%	+$1.36M	0.78%	28
2021 Q4	$3.25M	Buy	79,013 +171	+0.2%	+$7.03K	0.59%	37
2021 Q3	$3.27M	Buy	78,842 +21,642	+38%	+$899K	0.66%	30
2021 Q2	$2.39M	Buy	57,200 +7,380	+15%	+$305K	0.47%	45
2021 Q1	$2.05M	Sell	49,820 -50,800	-50%	-$2.09M	0.47%	40
2020 Q4	$4.15M	Buy	+100,620	New	+$4.06M	0.99%	23