Elevation Wealth Partners’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 | $57.2K | Buy |
1,526
+26
| +2% | +$975 | 0.02% | 220 |
|
|
2025
Q1 | $55.2K | Buy |
1,500
+17
| +1% | +$626 | 0.02% | 219 |
|
|
2024
Q4 | $54.6K | Buy |
1,483
+33
| +2% | +$1.21K | 0.02% | 222 |
|
|
2024
Q3 | $54.6K | Buy |
1,450
+24
| +2% | +$903 | 0.02% | 211 |
|
|
2024
Q2 | $51.7K | Buy |
1,426
+25
| +2% | +$907 | 0.02% | 212 |
|
|
2024
Q1 | $51.3K | Buy |
1,401
+47
| +3% | +$1.72K | 0.03% | 216 |
|
|
2023
Q4 | $47K | Hold |
1,354
| – | – | 0.03% | 214 |
|
|
2023
Q3 | $47K | Buy |
1,354
+23
| +2% | +$798 | 0.04% | 154 |
|
|
2023
Q2 | $47K | Buy |
1,331
+22
| +2% | +$777 | 0.04% | 158 |
|
|
2023
Q1 | $46.5K | Buy |
+1,309
| New | +$46.5K | 0.04% | 164 |
|