Atria Wealth Solutions’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 | $1.01M | Buy |
26,977
+4,857
| +22% | +$182K | 0.02% | 631 |
|
|
2025
Q1 | $814K | Buy |
22,120
+538
| +2% | +$19.8K | 0.01% | 955 |
|
|
2024
Q4 | $794K | Sell |
21,582
-7,105
| -25% | -$261K | 0.01% | 1018 |
|
|
2024
Q3 | $1.08M | Sell |
28,687
-32,219
| -53% | -$1.21M | 0.01% | 879 |
|
|
2024
Q2 | $2.21M | Sell |
60,906
-8,486
| -12% | -$308K | 0.02% | 591 |
|
|
2024
Q1 | $2.54M | Sell |
69,392
-24,650
| -26% | -$902K | 0.03% | 559 |
|
|
2023
Q4 | $3.42M | Sell |
94,042
-3,996
| -4% | -$145K | 0.04% | 417 |
|
|
2023
Q3 | $3.4M | Buy |
98,038
+60,803
| +163% | +$2.11M | 0.05% | 401 |
|
|
2023
Q2 | $1.31M | Sell |
37,235
-3,544
| -9% | -$125K | 0.02% | 723 |
|
|
2023
Q1 | $1.45M | Buy |
40,779
+11,981
| +42% | +$426K | 0.02% | 661 |
|
|
2022
Q4 | $994K | Buy |
28,798
+1,390
| +5% | +$48K | 0.02% | 748 |
|
|
2022
Q3 | $921K | Buy |
27,408
+2,974
| +12% | +$100K | 0.02% | 734 |
|
|
2022
Q2 | $846K | Sell |
24,434
-35,962
| -60% | -$1.25M | 0.02% | 742 |
|
|
2022
Q1 | $2.35M | Buy |
+60,396
| New | +$2.35M | 0.04% | 435 |
|