BerganKDV Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$123K Sell
2023
Q1
$2.03M Sell
2022
Q4
$3.6M Buy
2022
Q3
$3.28M Buy
2022
Q2
$3.27M Buy
2022
Q1
$1.83M Sell
2021
Q4
$4.26M Buy
2021
Q3
$4.01M Buy
2021
Q2
$3.51M Buy
2021
Q1
$3.17M Buy
2020
Q3
Sell
2020
Q2
$3K Buy