Centennial Wealth Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,805
| Closed | -$280K | – | 115 |
|
|
2021
Q4 | $280K | Sell |
6,805
-2,606
| -28% | -$107K | 0.16% | 66 |
|
|
2021
Q3 | $391K | Sell |
9,411
-1,072
| -10% | -$44.5K | 0.23% | 51 |
|
|
2021
Q2 | $437K | Sell |
10,483
-1,240
| -11% | -$51.7K | 0.27% | 55 |
|
|
2021
Q1 | $483K | Sell |
11,723
-362
| -3% | -$14.9K | 0.32% | 60 |
|
|
2020
Q4 | $499K | Buy |
+12,085
| New | +$499K | 0.35% | 57 |
|