EverSource Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Buy |
23,686
+3,338
| +16% | +$125K | 0.04% | 307 |
|
|
2025
Q1 | $749K | Buy |
20,348
+2,504
| +14% | +$92.2K | 0.04% | 300 |
|
|
2024
Q4 | $656K | Buy |
17,844
+16,253
| +1,022% | +$598K | 0.04% | 312 |
|
|
2024
Q3 | $59.9K | Sell |
1,591
-111
| -7% | -$4.18K | ﹤0.01% | 992 |
|
|
2024
Q2 | $62.8K | Buy |
1,702
+152
| +10% | +$5.61K | ﹤0.01% | 985 |
|
|
2024
Q1 | $55.7K | Buy |
1,550
+26
| +2% | +$934 | ﹤0.01% | 933 |
|
|
2023
Q4 | $55.4K | Buy |
1,524
+1,298
| +574% | +$47.2K | 0.01% | 858 |
|
|
2023
Q3 | $7.86K | Hold |
226
| – | – | ﹤0.01% | 1515 |
|
|
2023
Q2 | $7.98K | Buy |
+226
| New | +$7.98K | ﹤0.01% | 1550 |
|
|
2023
Q1 | – | Sell |
-327
| Closed | -$11.3K | – | 2546 |
|
|
2022
Q4 | $11.3K | Hold |
327
| – | – | ﹤0.01% | 1285 |
|
|
2022
Q3 | $11K | Sell |
327
-91
| -22% | -$3.06K | ﹤0.01% | 1114 |
|
|
2022
Q2 | $14K | Buy |
+418
| New | +$14K | ﹤0.01% | 944 |
|