Braun-Bostich & Associates’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 | $1.3M | Sell |
34,639
-9,543
| -22% | -$358K | 0.89% | 33 |
|
|
2025
Q1 | $1.63M | Buy |
44,182
+89
| +0.2% | +$3.28K | 1.2% | 26 |
|
|
2024
Q4 | $1.62M | Buy |
44,093
+315
| +0.7% | +$11.6K | 1.17% | 24 |
|
|
2024
Q3 | $1.65M | Buy |
43,778
+4,021
| +10% | +$151K | 1.15% | 27 |
|
|
2024
Q2 | $1.44M | Buy |
39,757
+20,187
| +103% | +$732K | 1.07% | 28 |
|
|
2024
Q1 | $716K | Buy |
19,570
+8,406
| +75% | +$308K | 0.6% | 50 |
|
|
2023
Q4 | $406K | Buy |
+11,164
| New | +$406K | 0.37% | 70 |
|
|
2023
Q3 | – | Sell |
-11,087
| Closed | -$391K | – | 105 |
|
|
2023
Q2 | $391K | Buy |
11,087
+283
| +3% | +$9.99K | 0.84% | 45 |
|
|
2023
Q1 | $384K | Buy |
10,804
+333
| +3% | +$11.8K | 0.91% | 43 |
|
|
2022
Q4 | $362K | Buy |
10,471
+470
| +5% | +$16.2K | 1.04% | 36 |
|
|
2022
Q3 | $336K | Buy |
10,001
+968
| +11% | +$32.5K | 1.03% | 44 |
|
|
2022
Q2 | $313K | Buy |
+9,033
| New | +$313K | 0.81% | 45 |
|