Heritage Family Offices’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	$9.25M	Buy	251,467 +43	+0%	+$1.58K	4.68%	3
2025 Q1	$9.25M	Sell	251,424 -5,531	-2%	-$204K	4.73%	3
2024 Q4	$9.45M	Buy	256,955 +13,981	+6%	+$514K	4.72%	4
2024 Q3	$9.15M	Buy	242,974 +1,927	+0.8%	+$72.6K	4.72%	4
2024 Q2	$8.75M	Buy	+241,047	New	+$8.75M	4.85%	4