Foundations Investment 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 | $493K | Buy |
13,140
+818
| +7% | +$30.7K | 0.01% | 583 |
|
|
2025
Q1 | $454K | Buy |
12,322
+679
| +6% | +$25K | 0.01% | 604 |
|
|
2024
Q4 | $428K | Buy |
11,643
+2,762
| +31% | +$102K | 0.01% | 569 |
|
|
2024
Q3 | $334K | Buy |
8,881
+337
| +4% | +$12.7K | 0.01% | 605 |
|
|
2024
Q2 | $310K | Buy |
8,544
+153
| +2% | +$5.55K | 0.01% | 601 |
|
|
2024
Q1 | $307K | Sell |
8,391
-1,832
| -18% | -$67K | 0.01% | 574 |
|
|
2023
Q4 | $372K | Buy |
10,223
+1,659
| +19% | +$60.4K | 0.01% | 502 |
|
|
2023
Q3 | $297K | Buy |
+8,564
| New | +$297K | 0.01% | 512 |
|