AEPWM
Atlantic Edge Private Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-227
| Closed | -$8.36K | – | 523 |
|
|
2025
Q1 | $8.36K | Hold |
227
| – | – | ﹤0.01% | 365 |
|
|
2024
Q4 | $8.35K | Hold |
227
| – | – | ﹤0.01% | 349 |
|
|
2024
Q3 | $8.55K | Hold |
227
| – | – | ﹤0.01% | 352 |
|
|
2024
Q2 | $8.24K | Buy |
227
+49
| +28% | +$1.78K | ﹤0.01% | 334 |
|
|
2024
Q1 | $6.51K | Sell |
178
-18,217
| -99% | -$667K | ﹤0.01% | 360 |
|
|
2023
Q4 | $669K | Buy |
+18,395
| New | +$669K | 0.27% | 79 |
|