Avantax Advisory Services’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 | $1.35M | Buy |
36,105
+12,113
| +50% | +$454K | 0.01% | 991 |
|
|
2025
Q1 | $883K | Sell |
23,992
-97,061
| -80% | -$3.57M | 0.01% | 1163 |
|
|
2024
Q4 | $4.45M | Buy |
121,053
+94,710
| +360% | +$3.48M | 0.03% | 438 |
|
|
2024
Q3 | $992K | Sell |
26,343
-58,227
| -69% | -$2.19M | 0.01% | 1027 |
|
|
2024
Q2 | $3.07M | Buy |
84,570
+44,185
| +109% | +$1.6M | 0.02% | 517 |
|
|
2024
Q1 | $1.48M | Buy |
40,385
+12,070
| +43% | +$442K | 0.01% | 629 |
|
|
2023
Q4 | $1.03M | Buy |
28,315
+12,202
| +76% | +$444K | 0.01% | 703 |
|
|
2023
Q3 | $559K | Buy |
16,113
+3,580
| +29% | +$124K | 0.01% | 900 |
|
|
2023
Q2 | $442K | Buy |
12,533
+2,209
| +21% | +$78K | 0.01% | 996 |
|
|
2023
Q1 | $367K | Buy |
10,324
+848
| +9% | +$30.1K | ﹤0.01% | 1041 |
|
|
2022
Q4 | $327K | Buy |
9,476
+2,366
| +33% | +$81.7K | ﹤0.01% | 1057 |
|
|
2022
Q3 | $239K | Buy |
7,110
+117
| +2% | +$3.93K | ﹤0.01% | 1121 |
|
|
2022
Q2 | $242K | Sell |
6,993
-231
| -3% | -$7.99K | ﹤0.01% | 1116 |
|
|
2022
Q1 | $285K | Buy |
7,224
+155
| +2% | +$6.12K | ﹤0.01% | 1028 |
|
|
2021
Q4 | $291K | Buy |
+7,069
| New | +$291K | ﹤0.01% | 990 |
|