Cedar Brook Financial Partners’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 |
-36,167
| Closed | -$1.32M | – | 376 |
|
|
2024
Q1 | $1.32M | Buy |
36,167
+7,455
| +26% | +$273K | 0.26% | 90 |
|
|
2023
Q4 | $1.05M | Buy |
28,712
+3,551
| +14% | +$129K | 0.23% | 103 |
|
|
2023
Q3 | $873K | Buy |
25,161
+1,043
| +4% | +$36.2K | 0.23% | 105 |
|
|
2023
Q2 | $851K | Buy |
24,118
+327
| +1% | +$11.5K | 0.2% | 117 |
|
|
2023
Q1 | $846K | Buy |
23,791
+897
| +4% | +$31.9K | 0.22% | 116 |
|
|
2022
Q4 | $791K | Buy |
22,894
+2,193
| +11% | +$75.7K | 0.22% | 117 |
|
|
2022
Q3 | $696K | Buy |
20,701
+749
| +4% | +$25.2K | 0.22% | 117 |
|
|
2022
Q2 | $691K | Sell |
19,952
-662
| -3% | -$22.9K | 0.22% | 118 |
|
|
2022
Q1 | $801K | Buy |
20,614
+5,370
| +35% | +$209K | 0.21% | 118 |
|
|
2021
Q4 | $628K | Buy |
15,244
+2,031
| +15% | +$83.7K | 0.16% | 155 |
|
|
2021
Q3 | $548K | Buy |
13,213
+2,445
| +23% | +$101K | 0.16% | 153 |
|
|
2021
Q2 | $449K | Buy |
+10,768
| New | +$449K | 0.13% | 191 |
|
|
2020
Q2 | – | Sell |
-6,125
| Closed | -$217K | – | 293 |
|
|
2020
Q1 | $217K | Buy |
+6,125
| New | +$217K | 0.12% | 214 |
|