Concurrent Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
80,052
+26,849
| +50% | +$1.01M | 0.06% | 325 |
|
|
2025
Q1 | $1.96M | Sell |
53,203
-14,834
| -22% | -$546K | 0.05% | 368 |
|
|
2024
Q4 | $2.5M | Buy |
68,037
+2,372
| +4% | +$87.3K | 0.07% | 274 |
|
|
2024
Q3 | $2.47M | Buy |
65,665
+8,904
| +16% | +$335K | 0.07% | 254 |
|
|
2024
Q2 | $2.06M | Buy |
56,761
+6,354
| +13% | +$231K | 0.07% | 268 |
|
|
2024
Q1 | $1.84M | Buy |
50,407
+19,286
| +62% | +$706K | 0.07% | 256 |
|
|
2023
Q4 | $1.13M | Buy |
+31,121
| New | +$1.13M | 0.05% | 312 |
|