World 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
$6.77M Sell
183,722
-4,420
-2% -$165K 0.11% 209
2025
Q4
$7.04M Buy
188,142
+24,995
+15% +$936K 0.12% 206
2025
Q3
$6.16M Buy
163,147
+996
+0.6% +$37.3K 0.13% 181
2025
Q2
$6.08M Sell
162,151
-23,769
-13% -$872K 0.14% 168
2025
Q1
$6.84M Buy
185,920
+130,057
+233% +$4.82M 0.18% 141
2024
Q4
$2.06M Buy
55,863
+4,335
+8% +$161K 0.06% 324
2024
Q3
$1.94M Buy
51,528
+44,059
+590% +$1.63M 0.06% 309
2024
Q2
$271K Buy
+7,469
New +$270K 0.02% 522
2024
Q1
Sell
-7,527
Closed -$274K 475
2023
Q4
$274K Buy
+7,527
New +$264K 0.04% 322
2022
Q3
Sell
-6,841
Closed -$252K 268
2022
Q2
$252K Sell
6,841
-10,778
-61% -$395K 0.05% 215
2022
Q1
$685K Buy
17,619
+5,041
+40% +$199K 0.14% 118
2021
Q4
$493K Buy
12,578
+6,443
+105% +$265K 0.1% 146
2021
Q3
$255K Buy
+6,135
New +$255K 0.06% 209

Other funds holding USHY