Kingswood 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	$333K	Sell	8,866 -486	-5%	-$18.2K	0.03%	539
2025 Q1	$343K	Sell	9,352 -8,854	-49%	-$325K	0.03%	496
2024 Q4	$670K	Buy	+18,206	New	+$670K	0.05%	362