Moneta Group Investment Advisors’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	$2.37M	Sell	64,331 -2,303	-3%	-$85.9K	0.02%	250
2025 Q4	$2.49M	Sell	66,634 -1,408	-2%	-$52.7K	0.02%	244
2025 Q3	$2.57M	Sell	68,042 -9,183	-12%	-$344K	0.02%	240
2025 Q2	$2.9M	Buy	77,225 +2,762	+4%	+$101K	0.03%	184
2025 Q1	$2.74M	Sell	74,463 -5,701	-7%	-$211K	0.04%	174
2024 Q4	$2.95M	Sell	80,164 -12,056	-13%	-$448K	0.04%	170
2024 Q3	$3.47M	Sell	92,220 -15,823	-15%	-$585K	0.05%	151
2024 Q2	$3.92M	Sell	108,043 -5,123	-5%	-$185K	0.06%	138
2024 Q1	$4.14M	Sell	113,166 -13,818	-11%	-$502K	0.07%	134
2023 Q4	$4.62M	Sell	126,984 -11,709	-8%	-$411K	0.09%	113
2023 Q3	$4.81M	Buy	138,693 +2,152	+2%	+$75.6K	0.11%	107
2023 Q2	$4.82M	Sell	136,541 -3,560	-3%	-$125K	0.11%	104
2023 Q1	$4.98M	Buy	140,101 +4,901	+4%	+$172K	0.12%	99
2022 Q4	$4.82M	Buy	135,200 +5,605	+4%	+$194K	0.13%	97
2022 Q3	$4.36M	Sell	129,595 -1,745	-1%	-$62K	0.17%	90
2022 Q2	$4.55M	Buy	131,340 +5,555	+4%	+$204K	0.16%	96
2022 Q1	$4.89M	Buy	125,785 +10,854	+9%	+$429K	0.19%	86
2021 Q4	$4.73M	Buy	114,931 +4,545	+4%	+$187K	0.19%	86
2021 Q3	$4.58M	Buy	110,386 +11,393	+12%	+$474K	0.21%	77
2021 Q2	$4.13M	Buy	98,993 +6,082	+7%	+$251K	0.19%	88
2021 Q1	$3.83M	Buy	92,911 +16,178	+21%	+$666K	0.2%	84
2020 Q4	$3.17M	Buy	76,733 +3,716	+5%	+$150K	0.23%	78
2020 Q3	$2.88M	Buy	73,017 +21,604	+42%	+$853K	0.25%	72
2020 Q2	$1.97M	Buy	51,413 +4,258	+9%	+$159K	0.19%	90
2020 Q1	$1.67M	Buy	47,155 +1,827	+4%	+$72.2K	0.17%	87
2019 Q4	$1.86M	Buy	45,328 +2,862	+7%	+$117K	0.16%	92
2019 Q3	$1.74M	Buy	42,466 +2,139	+5%	+$87.3K	0.16%	94
2019 Q2	$1.65M	Buy	+40,327	New	+$1.64M	0.16%	85