Cannon Financial Strategists’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
Q2 | – | Sell |
-7,261
| Closed | -$266K | – | 94 |
|
|
2024
Q1 | $266K | Sell |
7,261
-446
| -6% | -$16.3K | 0.05% | 77 |
|
|
2023
Q4 | $280K | Buy |
+7,707
| New | +$280K | 0.06% | 72 |
|
|
2023
Q2 | – | Sell |
-10,231
| Closed | -$364K | – | 81 |
|
|
2023
Q1 | $364K | Buy |
10,231
+3,995
| +64% | +$142K | 0.12% | 55 |
|
|
2022
Q4 | $215K | Sell |
6,236
-3,473
| -36% | -$120K | 0.08% | 64 |
|
|
2022
Q3 | $326K | Sell |
9,709
-7,839
| -45% | -$264K | 0.13% | 54 |
|
|
2022
Q2 | $608K | Buy |
+17,548
| New | +$608K | 0.24% | 42 |
|