DHK Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,852
| Closed | -$580K | – | 95 |
|
|
2024
Q1 | $580K | Hold |
15,852
| – | – | 0.41% | 54 |
|
|
2023
Q4 | $576K | Hold |
15,852
| – | – | 0.43% | 49 |
|
|
2023
Q3 | $550K | Hold |
15,852
| – | – | 0.49% | 45 |
|
|
2023
Q2 | $560K | Hold |
15,852
| – | – | 0.48% | 47 |
|
|
2023
Q1 | $564K | Sell |
15,852
-9,576
| -38% | -$340K | 0.7% | 31 |
|
|
2022
Q4 | $878K | Hold |
25,428
| – | – | 1.22% | 22 |
|
|
2022
Q3 | $855K | Buy |
+25,428
| New | +$855K | 1.4% | 22 |
|