Dodds Wealth’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 | – | Sell |
-78,102
| Closed | -$2.87M | – | 60 |
|
2025
Q1 | $2.87M | Buy |
78,102
+10,353
| +15% | +$381K | 0.94% | 17 |
|
2024
Q4 | $2.52M | Buy |
67,749
+7,196
| +12% | +$268K | 0.81% | 18 |
|
2024
Q3 | $2.25M | Sell |
60,553
-44,942
| -43% | -$1.67M | 0.75% | 18 |
|
2024
Q2 | $3.83M | Buy |
105,495
+33,816
| +47% | +$1.23M | 1.5% | 13 |
|
2024
Q1 | $2.62M | Buy |
71,679
+27,127
| +61% | +$993K | 1.07% | 15 |
|
2023
Q4 | $1.62M | Buy |
+44,552
| New | +$1.62M | 0.83% | 19 |
|