Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $441K | Sell |
12,503
-807
| -6% | -$28.5K | 0.07% | 222 |
|
|
2023
Q1 | $473K | Buy |
13,310
+584
| +5% | +$20.8K | 0.08% | 210 |
|
|
2022
Q4 | $439K | Sell |
12,726
-867
| -6% | -$29.9K | 0.07% | 223 |
|
|
2022
Q3 | $457K | Buy |
+13,593
| New | +$457K | 0.08% | 204 |
|
|
2022
Q2 | – | Sell |
-21,922
| Closed | -$852K | – | 274 |
|
|
2022
Q1 | $852K | Sell |
21,922
-29,061
| -57% | -$1.13M | 0.12% | 160 |
|
|
2021
Q4 | $2.1M | Buy |
+50,983
| New | +$2.1M | 0.28% | 85 |
|
|
2020
Q2 | – | Sell |
-344
| Closed | -$12K | – | 915 |
|
|
2020
Q1 | $12K | Buy |
+344
| New | +$12K | ﹤0.01% | 591 |
|