Fiducient Advisors’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 | $1.22M | Hold |
32,534
| – | – | 0.15% | 74 |
|
|
2025
Q1 | $1.2M | Buy |
32,534
+3,178
| +11% | +$117K | 0.15% | 70 |
|
|
2024
Q4 | $1.08M | Sell |
29,356
-646
| -2% | -$23.8K | 0.13% | 70 |
|
|
2024
Q3 | $1.13M | Buy |
30,002
+16,315
| +119% | +$614K | 0.13% | 67 |
|
|
2024
Q2 | $497K | Sell |
13,687
-7,034
| -34% | -$255K | 0.07% | 87 |
|
|
2024
Q1 | $758K | Hold |
20,721
| – | – | 0.15% | 64 |
|
|
2023
Q4 | $753K | Sell |
20,721
-10,714
| -34% | -$389K | 0.14% | 58 |
|
|
2023
Q3 | $1.09M | Hold |
31,435
| – | – | 0.06% | 39 |
|
|
2023
Q2 | $1.11M | Sell |
31,435
-3,542
| -10% | -$125K | 0.34% | 19 |
|
|
2023
Q1 | $1.24M | Hold |
34,977
| – | – | 0.4% | 19 |
|
|
2022
Q4 | $1.21M | Sell |
34,977
-599
| -2% | -$20.7K | 0.36% | 38 |
|
|
2022
Q3 | $1.2M | Sell |
35,576
-5,468
| -13% | -$184K | 0.57% | 17 |
|
|
2022
Q2 | $1.42M | Buy |
41,044
+9,859
| +32% | +$341K | 0.53% | 20 |
|
|
2022
Q1 | $1.21M | Buy |
31,185
+873
| +3% | +$33.9K | 0.46% | 20 |
|
|
2021
Q4 | $1.25M | Buy |
30,312
+2,561
| +9% | +$106K | 0.38% | 19 |
|
|
2021
Q3 | $1.15M | Buy |
27,751
+7,471
| +37% | +$310K | 0.35% | 23 |
|
|
2021
Q2 | $846K | Buy |
+20,280
| New | +$846K | 0.26% | 25 |
|