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 |
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2023
Q1 | $2.03M | Sell |
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2022
Q4 | $3.6M | Buy |
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2022
Q3 | $3.28M | Buy |
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2022
Q2 | $3.27M | Buy |
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|
2022
Q1 | $1.83M | Sell |
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|
2021
Q4 | $4.26M | Buy |
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|
2021
Q3 | $4.01M | Buy |
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2021
Q2 | $3.51M | Buy |
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|
2021
Q1 | $3.17M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3K | Buy |
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