Financial & Tax Architects’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 | $3.47M | Sell |
92,525
-3,120
| -3% | -$117K | 0.84% | 37 |
|
|
2025
Q1 | $3.52M | Buy |
95,645
+4,006
| +4% | +$147K | 0.88% | 36 |
|
|
2024
Q4 | $3.37M | Buy |
91,639
+5,616
| +7% | +$207K | 0.86% | 36 |
|
|
2024
Q3 | $3.24M | Buy |
86,023
+7,294
| +9% | +$275K | 0.83% | 36 |
|
|
2024
Q2 | $2.86M | Buy |
78,729
+5,766
| +8% | +$209K | 0.77% | 36 |
|
|
2024
Q1 | $2.67M | Buy |
72,963
+4,855
| +7% | +$178K | 0.73% | 38 |
|
|
2023
Q4 | $2.48M | Sell |
68,108
-624
| -0.9% | -$22.7K | 0.73% | 36 |
|
|
2023
Q3 | $2.39M | Buy |
+68,732
| New | +$2.39M | 0.74% | 36 |
|