Congress Wealth Management’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 | $642K | Buy |
17,105
+6,974
| +69% | +$262K | 0.01% | 842 |
|
|
2025
Q1 | $373K | Buy |
10,131
+2,758
| +37% | +$102K | ﹤0.01% | 893 |
|
|
2024
Q4 | $271K | Buy |
7,373
+4
| +0.1% | +$147 | ﹤0.01% | 788 |
|
|
2024
Q3 | $277K | Buy |
7,369
+46
| +0.6% | +$1.73K | ﹤0.01% | 751 |
|
|
2024
Q2 | $266K | Buy |
+7,323
| New | +$266K | ﹤0.01% | 642 |
|
|
2024
Q1 | – | Sell |
-7,686
| Closed | -$279K | – | 639 |
|
|
2023
Q4 | $279K | Sell |
7,686
-2,911
| -27% | -$106K | 0.01% | 540 |
|
|
2023
Q3 | $368K | Buy |
10,597
+2,968
| +39% | +$103K | 0.01% | 498 |
|
|
2023
Q2 | $269K | Sell |
7,629
-187
| -2% | -$6.6K | 0.01% | 497 |
|
|
2023
Q1 | $278K | Sell |
7,816
-43
| -0.5% | -$1.53K | 0.01% | 494 |
|
|
2022
Q4 | $271K | Sell |
7,859
-266
| -3% | -$9.19K | 0.01% | 499 |
|
|
2022
Q3 | $273K | Sell |
8,125
-123
| -1% | -$4.13K | 0.01% | 483 |
|
|
2022
Q2 | $285K | Sell |
8,248
-5,102
| -38% | -$176K | 0.01% | 484 |
|
|
2022
Q1 | $518K | Sell |
13,350
-3,984
| -23% | -$155K | 0.01% | 441 |
|
|
2021
Q4 | $714K | Buy |
+17,334
| New | +$714K | 0.01% | 410 |
|