Accel Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,116
| Closed | -$39.7K | – | 830 |
|
2023
Q1 | $39.7K | Hold |
1,116
| – | – | 0.02% | 534 |
|
2022
Q4 | $38.5K | Sell |
1,116
-14
| -1% | -$483 | 0.02% | 401 |
|
2022
Q3 | $39K | Buy |
1,130
+369
| +48% | +$12.7K | 0.02% | 422 |
|
2022
Q2 | $27K | Hold |
761
| – | – | 0.02% | 473 |
|
2022
Q1 | $29K | Hold |
761
| – | – | 0.02% | 477 |
|
2021
Q4 | $31K | Hold |
761
| – | – | 0.02% | 477 |
|
2021
Q3 | $32K | Hold |
761
| – | – | 0.02% | 407 |
|
2021
Q2 | $32K | Hold |
761
| – | – | 0.02% | 427 |
|
2021
Q1 | $31K | Buy |
761
+673
| +765% | +$27.4K | 0.03% | 411 |
|
2020
Q4 | $4K | Buy |
+88
| New | +$4K | ﹤0.01% | 744 |
|