Disciplined Investments’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 | $204K | Sell |
5,445
-2,594
| -32% | -$97.3K | 0.09% | 120 |
|
|
2025
Q1 | $296K | Sell |
8,039
-392
| -5% | -$14.4K | 0.14% | 103 |
|
|
2024
Q4 | $310K | Buy |
+8,431
| New | +$310K | 0.15% | 98 |
|
|
2023
Q3 | – | Sell |
-2,205
| Closed | -$77.8K | – | 1473 |
|
|
2023
Q2 | $77.8K | Buy |
2,205
+104
| +5% | +$3.67K | 0.04% | 170 |
|
|
2023
Q1 | $74.7K | Buy |
2,101
+26
| +1% | +$924 | 0.03% | 196 |
|
|
2022
Q4 | $71.7K | Buy |
2,075
+43
| +2% | +$1.49K | 0.04% | 175 |
|
|
2022
Q3 | $68K | Buy |
2,032
+29
| +1% | +$970 | 0.03% | 192 |
|
|
2022
Q2 | $69K | Hold |
2,003
| – | – | 0.03% | 193 |
|
|
2022
Q1 | $78K | Buy |
2,003
+915
| +84% | +$35.6K | 0.03% | 185 |
|
|
2021
Q4 | $45K | Hold |
1,088
| – | – | 0.02% | 217 |
|
|
2021
Q3 | $45K | Buy |
+1,088
| New | +$45K | 0.02% | 207 |
|