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

Heritage Oak Wealth Advisors’s Portfolio USHY Stock Details USHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.6M	Buy
2025 Q2	$3.47M	Buy
2025 Q1	$741K	Sell
2024 Q4	$2.88M	Buy
2024 Q3	$1.99M	Buy