Financial Advocates Investment Management’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 | $699K | Sell |
18,647
-299
| -2% | -$11.2K | 0.06% | 285 |
|
|
2025
Q1 | $697K | Buy |
+18,946
| New | +$697K | 0.05% | 357 |
|
|
2022
Q3 | – | Sell |
-6,110
| Closed | -$212K | – | 829 |
|
|
2022
Q2 | $212K | Sell |
6,110
-3,670
| -38% | -$127K | 0.02% | 607 |
|
|
2022
Q1 | $380K | Sell |
9,780
-29,482
| -75% | -$1.15M | 0.03% | 512 |
|
|
2021
Q4 | $1.62M | Buy |
39,262
+9,277
| +31% | +$382K | 0.1% | 229 |
|
|
2021
Q3 | $1.24M | Buy |
29,985
+7,104
| +31% | +$295K | 0.08% | 270 |
|
|
2021
Q2 | $955K | Buy |
22,881
+1,953
| +9% | +$81.5K | 0.06% | 318 |
|
|
2021
Q1 | $862K | Buy |
20,928
+1,651
| +9% | +$68K | 0.06% | 345 |
|
|
2020
Q4 | $795K | Buy |
19,277
+6,163
| +47% | +$254K | 0.05% | 349 |
|
|
2020
Q3 | $518K | Buy |
13,114
+923
| +8% | +$36.5K | 0.04% | 366 |
|
|
2020
Q2 | $476K | Buy |
12,191
+3,718
| +44% | +$145K | 0.05% | 354 |
|
|
2020
Q1 | $301K | Buy |
8,473
+3,094
| +58% | +$110K | 0.04% | 350 |
|
|
2019
Q4 | $221K | Buy |
+5,379
| New | +$221K | 0.02% | 457 |
|