RWA Wealth Partners’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
2025 Q2	–	Sell	-181,275	Closed	-$6.67M	–	615
2025 Q1	$6.67M	Sell	181,275 -1,317	-0.7%	-$48.8K	0.08%	128
2024 Q4	$6.72M	Buy	182,592 +885	+0.5%	+$32.9K	0.08%	128
2024 Q3	$6.84M	Sell	181,707 -3,480	-2%	-$129K	0.09%	129
2024 Q2	$6.72M	Sell	185,187 -5,140	-3%	-$186K	0.09%	124
2024 Q1	$6.96M	Sell	190,327 -16,111	-8%	-$586K	0.09%	123
2023 Q4	$7.5M	Sell	206,438 -19,569	-9%	-$686K	0.11%	108
2023 Q3	$7.84M	Sell	226,007 -15,219	-6%	-$535K	0.17%	61
2023 Q2	$8.52M	Buy	+241,226	New	+$8.46M	0.19%	53
2023 Q1	–	Sell	-271,447	Closed	-$9.69M	–	267
2022 Q4	$9.69M	Buy	+271,447	New	+$9.38M	0.24%	39
2022 Q1	–	Sell	-206,180	Closed	-$8.49M	–	275
2021 Q4	$8.49M	Sell	206,180 -8,730	-4%	-$359K	0.57%	48
2021 Q3	$8.92M	Buy	214,910 +4,534	+2%	+$188K	0.67%	43
2021 Q2	$8.78M	Sell	210,376 -3,662	-2%	-$151K	0.65%	43
2021 Q1	$8.82M	Sell	214,038 -2,852	-1%	-$117K	0.71%	38
2020 Q4	$8.95M	Buy	216,890 +7,536	+4%	+$304K	0.79%	28
2020 Q3	$8.26M	Buy	+209,354	New	+$8.27M	0.87%	23