Belpointe Asset 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 | $2.16M | Buy |
+57,534
| New | +$2.16M | 0.09% | 193 |
|
2023
Q2 | – | Sell |
-3,910
| Closed | -$139K | – | 3247 |
|
2023
Q1 | $139K | Hold |
3,910
| – | – | 0.01% | 1122 |
|
2022
Q4 | $135K | Sell |
3,910
-12,628
| -76% | -$436K | 0.01% | 1075 |
|
2022
Q3 | $556K | Buy |
16,538
+3,993
| +32% | +$134K | 0.04% | 461 |
|
2022
Q2 | $434K | Buy |
12,545
+2,472
| +25% | +$85.5K | 0.03% | 544 |
|
2022
Q1 | $391K | Sell |
10,073
-2,168
| -18% | -$84.2K | 0.02% | 621 |
|
2021
Q4 | $504K | Buy |
12,241
+288
| +2% | +$11.9K | 0.03% | 518 |
|
2021
Q3 | $496K | Buy |
11,953
+7,679
| +180% | +$319K | 0.03% | 510 |
|
2021
Q2 | $178K | Buy |
4,274
+545
| +15% | +$22.7K | 0.01% | 876 |
|
2021
Q1 | $153K | Buy |
3,729
+968
| +35% | +$39.7K | 0.01% | 845 |
|
2020
Q4 | $114K | Buy |
+2,761
| New | +$114K | 0.01% | 909 |
|