Bromfield Sneider Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $56K | Hold |
1,530
| – | – | 0.03% | 69 |
|
|
2023
Q4 | $55.6K | Hold |
1,530
| – | – | 0.04% | 64 |
|
|
2023
Q3 | $53.1K | Hold |
1,530
| – | – | 0.04% | 63 |
|
|
2023
Q2 | $54K | Hold |
1,530
| – | – | 0.04% | 67 |
|
|
2023
Q1 | $54.4K | Hold |
1,530
| – | – | 0.05% | 63 |
|
|
2022
Q4 | $52.8K | Sell |
1,530
-3,250
| -68% | -$112K | 0.05% | 60 |
|
|
2022
Q3 | $161K | Hold |
4,780
| – | – | 0.19% | 38 |
|
|
2022
Q2 | $165K | Buy |
+4,780
| New | +$165K | 0.2% | 35 |
|