Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Hold |
0
| – | – | – | 1086 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 993 |
|
|
2022
Q3 | – | Sell |
-752
| Closed | -$26K | – | 1024 |
|
|
2022
Q2 | $26K | Hold |
752
| – | – | ﹤0.01% | 420 |
|
|
2022
Q1 | $29K | Buy |
752
+548
| +269% | +$21.1K | ﹤0.01% | 400 |
|
|
2021
Q4 | $8K | Buy |
204
+4
| +2% | +$157 | ﹤0.01% | 603 |
|
|
2021
Q3 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 556 |
|
|
2020
Q1 | – | Sell |
-59
| Closed | -$2K | – | 690 |
|
|
2019
Q4 | $2K | Buy |
59
+1
| +2% | +$34 | ﹤0.01% | 544 |
|
|
2019
Q3 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 496 |
|