Bell Investment Advisors’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 | $72.5K | Buy |
1,934
+33
| +2% | +$1.24K | 0.01% | 193 |
|
|
2025
Q1 | $70K | Buy |
1,901
+22
| +1% | +$810 | 0.01% | 179 |
|
|
2024
Q4 | $69.1K | Buy |
1,879
+42
| +2% | +$1.55K | 0.01% | 182 |
|
|
2024
Q3 | $69.2K | Buy |
1,837
+30
| +2% | +$1.13K | 0.01% | 181 |
|
|
2024
Q2 | $65.5K | Buy |
1,807
+32
| +2% | +$1.16K | 0.01% | 182 |
|
|
2024
Q1 | $65K | Sell |
1,775
-2,976
| -63% | -$109K | 0.01% | 176 |
|
|
2023
Q4 | $173K | Sell |
4,751
-399
| -8% | -$14.5K | 0.04% | 101 |
|
|
2023
Q3 | $179K | Buy |
5,150
+1,206
| +31% | +$41.9K | 0.04% | 94 |
|
|
2023
Q2 | $139K | Buy |
3,944
+1,722
| +77% | +$60.8K | 0.03% | 93 |
|
|
2023
Q1 | $79K | Buy |
+2,222
| New | +$79K | 0.02% | 119 |
|