Level Four Advisory Services’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
$2.64M Buy
71,641
+424
+0.6% +$15.8K 0.09% 263
2025
Q4
$2.66M Buy
71,217
+8,207
+13% +$307K 0.09% 248
2025
Q3
$2.38M Sell
63,010
-172
-0.3% -$6.45K 0.08% 254
2025
Q2
$2.37M Buy
63,182
+1,246
+2% +$45.7K 0.09% 241
2025
Q1
$2.28M Buy
61,936
+4,286
+7% +$159K 0.09% 233
2024
Q4
$2.12M Sell
57,650
-4,842
-8% -$180K 0.09% 239
2024
Q3
$2.32M Buy
62,492
+5,805
+10% +$214K 0.1% 224
2024
Q2
$2.06M Buy
56,687
+12,970
+30% +$469K 0.09% 231
2024
Q1
$1.59M Hold
43,717
0.09% 237
2023
Q4
$1.59M Buy
43,717
+2,039
+5% +$71.5K 0.09% 232
2023
Q3
$1.45M Buy
41,678
+1,394
+3% +$49K 0.09% 232
2023
Q2
$1.42M Buy
40,284
+5,629
+16% +$197K 0.09% 236
2023
Q1
$1.23M Buy
34,655
+6,225
+22% +$219K 0.08% 243
2022
Q4
$982K Buy
+28,430
New +$983K 0.07% 249
2020
Q2
Sell
-5,671
Closed -$203K 585
2020
Q1
$203K Buy
5,671
+121
+2% +$4.78K 0.02% 455
2019
Q4
$227K Buy
+5,550
New +$226K 0.01% 512

Other funds holding USHY