Arkadios Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $999K | Buy |
26,624
+14,960
| +128% | +$561K | 0.03% | 568 |
|
|
2025
Q1 | $429K | Sell |
11,664
-10,474
| -47% | -$386K | 0.02% | 757 |
|
|
2024
Q4 | $814K | Buy |
22,138
+3,028
| +16% | +$111K | 0.04% | 383 |
|
|
2024
Q3 | $720K | Buy |
19,110
+9,167
| +92% | +$345K | 0.04% | 414 |
|
|
2024
Q2 | $361K | Buy |
+9,943
| New | +$361K | 0.02% | 574 |
|
|
2022
Q4 | – | Sell |
-11,194
| Closed | -$376K | – | 582 |
|
|
2022
Q3 | $376K | Sell |
11,194
-454
| -4% | -$15.3K | 0.06% | 328 |
|
|
2022
Q2 | $403K | Buy |
11,648
+138
| +1% | +$4.78K | 0.06% | 333 |
|
|
2022
Q1 | $447K | Sell |
11,510
-135
| -1% | -$5.24K | 0.06% | 336 |
|
|
2021
Q4 | $480K | Sell |
11,645
-208
| -2% | -$8.57K | 0.06% | 331 |
|
|
2021
Q3 | $491K | Buy |
11,853
+325
| +3% | +$13.5K | 0.07% | 293 |
|
|
2021
Q2 | $480K | Buy |
11,528
+1,235
| +12% | +$51.4K | 0.06% | 340 |
|
|
2021
Q1 | $423K | Buy |
+10,293
| New | +$423K | 0.07% | 280 |
|
|
2020
Q1 | – | Sell |
-6
| Closed | -$250 | – | 1303 |
|
|
2019
Q4 | $250 | Buy |
+6
| New | +$250 | ﹤0.01% | 961 |
|