Avidian Wealth Enterprises’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Sell |
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2025
Q1 | $546K | Sell |
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|
2024
Q4 | $9.62M | Buy |
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|
2024
Q3 | $9.37M | Buy |
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|
2024
Q2 | $8.69M | Buy |
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|
2024
Q1 | $8.18M | Buy |
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|
2023
Q4 | $4.66M | Buy |
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|
2023
Q3 | $3.66M | Buy |
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|
2023
Q2 | $3.31M | Sell |
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|
2023
Q1 | $4.05M | Sell |
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|
2022
Q4 | $4.54M | Sell |
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|
2022
Q3 | $4.6M | Sell |
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|
2022
Q2 | $4.85M | Sell |
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|
2022
Q1 | $5.56M | Sell |
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|
2021
Q4 | $6.02M | Buy |
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|
2021
Q3 | $5.97M | Buy |
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|
2021
Q2 | $5.65M | Buy |
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|
2021
Q1 | $4.93M | Buy |
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|
2020
Q4 | $1.97M | Buy |
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|
2020
Q3 | $1.5M | Buy |
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|
2020
Q2 | $588K | Buy |
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