LexAurum Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

LexAurum 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
2026 Q2	–	Sell	-5,466	Closed	-$201K	–	435
2026 Q1	$201K	Buy	+5,466	New	+$204K	0.03%	382
2022 Q2	–	Sell	-7,641	Closed	-$297K	–	271
2022 Q1	$297K	Sell	7,641 -534	-7%	-$21.1K	0.1%	189
2021 Q4	$337K	Sell	8,175 -13	-0.2%	-$535	0.11%	185
2021 Q3	$340K	Sell	8,188 -727	-8%	-$30.2K	0.1%	209
2021 Q2	$372K	Buy	8,915 +621	+7%	+$25.6K	0.11%	200
2021 Q1	$342K	Buy	8,294 +2,152	+35%	+$88.6K	0.12%	185
2020 Q4	$253K	Buy	6,142 +605	+11%	+$24.4K	0.09%	207
2020 Q3	$219K	Sell	5,537 -512	-8%	-$20.2K	0.09%	207
2020 Q2	$231K	Buy	6,049 +187	+3%	+$6.99K	0.13%	172
2020 Q1	$208K	Sell	5,862 -562	-9%	-$22.2K	0.14%	164
2019 Q4	$264K	Buy	6,424 +184	+3%	+$7.49K	0.13%	168
2019 Q3	$256K	Buy	+6,240	New	+$255K	0.15%	148

Other funds holding USHY

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return