BAM
Baldrige Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $373K | Buy |
10,488
+829
| +9% | +$29.5K | 0.15% | 80 |
|
|
2022
Q4 | $334K | Buy |
9,659
+1,034
| +12% | +$35.8K | 0.15% | 83 |
|
|
2022
Q3 | $290K | Buy |
8,625
+417
| +5% | +$14K | 0.14% | 90 |
|
|
2022
Q2 | $284K | Sell |
8,208
-1,283
| -14% | -$44.4K | 0.13% | 92 |
|
|
2022
Q1 | $369K | Buy |
9,491
+6,250
| +193% | +$243K | 0.15% | 87 |
|
|
2021
Q4 | $133K | Buy |
3,241
+2,680
| +478% | +$110K | 0.05% | 125 |
|
|
2021
Q3 | $23K | Buy |
561
+76
| +16% | +$3.12K | 0.01% | 224 |
|
|
2021
Q2 | $20K | Buy |
+485
| New | +$20K | 0.01% | 240 |
|