Ethos Financial Group’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 | $3.7M | Sell |
98,772
-165,296
| -63% | -$6.2M | 0.32% | 78 |
|
|
2025
Q1 | $9.72M | Hold |
264,068
| – | – | 0.93% | 26 |
|
|
2024
Q4 | $9.72M | Buy |
264,068
+245,894
| +1,353% | +$9.05M | 1.27% | 21 |
|
|
2024
Q3 | $684K | Buy |
18,174
+1,539
| +9% | +$57.9K | 0.11% | 105 |
|
|
2024
Q2 | $604K | Sell |
16,635
-455
| -3% | -$16.5K | 0.11% | 114 |
|
|
2024
Q1 | $625K | Sell |
17,090
-647
| -4% | -$23.7K | 0.12% | 115 |
|
|
2023
Q4 | $645K | Buy |
+17,737
| New | +$645K | 0.14% | 112 |
|