Sowell Financial 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	$1.71M	Buy	46,506 +9,980	+27%	+$372K	0.06%	324
2025 Q4	$1.37M	Buy	36,526 +506	+1%	+$18.9K	0.05%	363
2025 Q3	$1.36M	Sell	36,020 -320	-0.9%	-$12K	0.05%	357
2025 Q2	$1.36M	Sell	36,340 -432	-1%	-$15.8K	0.06%	342
2025 Q1	$1.35M	Buy	36,772 +4,351	+13%	+$161K	0.06%	314
2024 Q4	$1.19M	Buy	32,421 +5,453	+20%	+$203K	0.06%	288
2024 Q3	$1.01M	Sell	26,968 -911	-3%	-$33.7K	0.05%	339
2024 Q2	$1.01M	Sell	27,879 -35,182	-56%	-$1.27M	0.05%	329
2024 Q1	$2.31M	Sell	63,061 -7,641	-11%	-$278K	0.11%	197
2023 Q4	$2.57M	Buy	70,702 +52,313	+284%	+$1.83M	0.14%	169
2023 Q3	$638K	Buy	+18,389	New	+$646K	0.04%	367
2022 Q1	–	Sell	-65,270	Closed	-$2.69M	–	500
2021 Q4	$2.69M	Buy	65,270 +2,654	+4%	+$109K	0.15%	152
2021 Q3	$2.6M	Buy	62,616 +412	+0.7%	+$17.1K	0.18%	141
2021 Q2	$2.6M	Buy	62,204 +2,279	+4%	+$94.1K	0.17%	152
2021 Q1	$2.47M	Buy	59,925 +12,585	+27%	+$518K	0.09%	209
2020 Q4	$1.95M	Buy	47,340 +4	+0%	+$161	0.08%	210
2020 Q3	$1.87M	Sell	47,336 -16,328	-26%	-$645K	0.09%	189
2020 Q2	$2.43M	Buy	63,664 +59,231	+1,336%	+$2.21M	0.13%	147
2020 Q1	$157K	Buy	4,433 +2,556	+136%	+$101K	0.01%	719
2019 Q4	$77K	Buy	+1,877	New	+$76.4K	0.01%	985