Clearview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,891
| Closed | -$66.7K | – | 615 |
|
|
2023
Q2 | $66.7K | Buy |
1,891
+32
| +2% | +$1.13K | 0.07% | 179 |
|
|
2023
Q1 | $66.1K | Buy |
1,859
+23
| +1% | +$818 | 0.07% | 179 |
|
|
2022
Q4 | $63.4K | Sell |
1,836
-247
| -12% | -$8.53K | 0.05% | 155 |
|
|
2022
Q3 | $70K | Buy |
2,083
+21
| +1% | +$706 | 0.06% | 142 |
|
|
2022
Q2 | $71K | Buy |
2,062
+19
| +0.9% | +$654 | 0.05% | 152 |
|
|
2022
Q1 | $79K | Sell |
2,043
-2
| -0.1% | -$77 | 0.05% | 164 |
|
|
2021
Q4 | $84K | Sell |
2,045
-3,177
| -61% | -$130K | 0.05% | 174 |
|
|
2021
Q3 | $217K | Sell |
5,222
-7,321
| -58% | -$304K | 0.14% | 107 |
|
|
2021
Q2 | $523K | Buy |
12,543
+1,310
| +12% | +$54.6K | 0.32% | 66 |
|
|
2021
Q1 | $463K | Buy |
11,233
+4,290
| +62% | +$177K | 0.3% | 65 |
|
|
2020
Q4 | $286K | Buy |
+6,943
| New | +$286K | 0.19% | 90 |
|