Topel & Distasi Wealth Management’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	$4.83M	Buy	131,199 +4,636	+4%	+$173K	2.5%	11
2025 Q4	$4.73M	Buy	126,563 +12,416	+11%	+$465K	2.31%	13
2025 Q3	$4.31M	Buy	114,147 +6,116	+6%	+$229K	2.13%	14
2025 Q2	$4.05M	Sell	108,031 -66,882	-38%	-$2.45M	2.12%	13
2025 Q1	$6.44M	Sell	174,913 -15,714	-8%	-$583K	3.01%	10
2024 Q4	$7.01M	Buy	190,627 +2,196	+1%	+$81.7K	3%	10
2024 Q3	$7.09M	Buy	188,431 +4,017	+2%	+$148K	2.94%	11
2024 Q2	$6.69M	Buy	184,414 +1,984	+1%	+$71.7K	2.94%	11
2024 Q1	$6.68M	Buy	182,430 +27,246	+18%	+$990K	2.95%	11
2023 Q4	$5.64M	Buy	155,184 +8,060	+5%	+$283K	2.68%	12
2023 Q3	$5.11M	Sell	147,124 -3,613	-2%	-$127K	2.68%	13
2023 Q2	$5.32M	Buy	150,737 +1,099	+0.7%	+$38.5K	2.68%	13
2023 Q1	$5.32M	Buy	149,638 +8,932	+6%	+$314K	2.78%	12
2022 Q4	$4.86M	Sell	140,706 -410	-0.3%	-$14.2K	2.72%	12
2022 Q3	$4.88M	Sell	141,116 -802	-0.6%	-$28.5K	2.69%	13
2022 Q2	$4.91M	Buy	141,918 +4,843	+4%	+$178K	2.84%	11
2022 Q1	$5.33M	Buy	137,075 +9,018	+7%	+$356K	2.23%	17
2021 Q4	$5.28M	Buy	+128,057	New	+$5.27M	2.15%	16