Primoris 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	$1.46M	Hold	38,950	–	–	1%	33
2025 Q1	$1.43M	Buy	38,950 +2,000	+5%	+$73.6K	1.11%	31
2024 Q4	$1.36M	Buy	36,950 +22,550	+157%	+$830K	1.03%	31
2024 Q3	$542K	Sell	14,400 -300	-2%	-$11.3K	0.39%	63
2024 Q2	$533K	Buy	+14,700	New	+$533K	0.43%	63