Heritage Oak 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	$3.47M	Buy	92,624 +72,498	+360%	+$2.72M	1.34%	13
2025 Q1	$741K	Sell	20,126 -58,075	-74%	-$2.14M	0.33%	39
2024 Q4	$2.88M	Buy	78,201 +25,255	+48%	+$929K	1.35%	14
2024 Q3	$1.99M	Buy	+52,946	New	+$1.99M	0.92%	30