Congress Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Buy |
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|
2025
Q1 | $373K | Buy |
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|
2024
Q4 | $271K | Buy |
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|
2024
Q3 | $277K | Buy |
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|
2024
Q2 | $266K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $279K | Sell |
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|
2023
Q3 | $368K | Buy |
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|
2023
Q2 | $269K | Sell |
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|
2023
Q1 | $278K | Sell |
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|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $273K | Sell |
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|
2022
Q2 | $285K | Sell |
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|
2022
Q1 | $518K | Sell |
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|
2021
Q4 | $714K | Buy |
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