Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $58M | Buy |
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|
2025
Q2 | $57M | Buy |
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|
2025
Q1 | $42.1M | Buy |
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|
2024
Q4 | $41.8M | Sell |
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|
2024
Q3 | $43.2M | Sell |
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|
2024
Q2 | $42.6M | Sell |
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|
2024
Q1 | $45.2M | Sell |
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|
2023
Q4 | $45.2M | Sell |
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|
2023
Q3 | $46.8M | Buy |
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|
2023
Q2 | $47M | Buy |
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|
2023
Q1 | $45.9M | Sell |
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|
2022
Q4 | $55M | Buy |
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|
2022
Q3 | $52.6M | Buy |
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|
2022
Q2 | $49.3M | Buy |
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|
2022
Q1 | $47.9M | Buy |
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|
2021
Q4 | $41.1M | Buy |
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|
2021
Q2 | $30.2M | Hold |
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|
2021
Q1 | $30.2M | Hold |
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|
2020
Q4 | $30.2M | Hold |
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|
2020
Q3 | $30.2M | Hold |
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|
2020
Q2 | $30.2M | Hold |
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|
2020
Q1 | $30.2M | Hold |
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|
2019
Q4 | $30.2M | Hold |
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|
2019
Q3 | $30.2M | Hold |
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|
2019
Q2 | $30.2M | Sell |
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|
2019
Q1 | $30.2M | Buy |
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