Bartlett & Co Wealth Management’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 | – | Sell |
-1,921
| Closed | -$70.7K | – | 1334 |
|
|
2025
Q1 | $70.7K | Buy |
+1,921
| New | +$70.7K | ﹤0.01% | 598 |
|
|
2024
Q3 | – | Sell |
-143
| Closed | -$5.19K | – | 1158 |
|
|
2024
Q2 | $5.19K | Buy |
+143
| New | +$5.19K | ﹤0.01% | 981 |
|
|
2023
Q2 | – | Sell |
-1,113
| Closed | -$39.6K | – | 1184 |
|
|
2023
Q1 | $39.6K | Hold |
1,113
| – | – | ﹤0.01% | 603 |
|
|
2022
Q4 | $38.4K | Hold |
1,113
| – | – | ﹤0.01% | 616 |
|
|
2022
Q3 | $37.4K | Hold |
1,113
| – | – | ﹤0.01% | 611 |
|
|
2022
Q2 | $38.5K | Hold |
1,113
| – | – | ﹤0.01% | 613 |
|
|
2022
Q1 | $43.3K | Buy |
+1,113
| New | +$43.3K | ﹤0.01% | 606 |
|
|
2020
Q4 | – | Sell |
-95
| Closed | -$3.75K | – | 1224 |
|
|
2020
Q3 | $3.75K | Buy |
+95
| New | +$3.75K | ﹤0.01% | 751 |
|