Founders Financial Securities’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 | $6.43M | Buy |
171,308
+66,812
| +64% | +$2.51M | 0.49% | 48 |
|
|
2025
Q1 | $3.84M | Sell |
104,496
-61,156
| -37% | -$2.25M | 0.33% | 68 |
|
|
2024
Q4 | $6.09M | Sell |
165,652
-12,328
| -7% | -$454K | 0.55% | 40 |
|
|
2024
Q3 | $6.7M | Sell |
177,980
-52,436
| -23% | -$1.97M | 0.62% | 38 |
|
|
2024
Q2 | $8.36M | Buy |
230,416
+3,198
| +1% | +$116K | 0.79% | 35 |
|
|
2024
Q1 | $8.31M | Sell |
227,218
-16,278
| -7% | -$596K | 0.87% | 32 |
|
|
2023
Q4 | $8.85M | Buy |
243,496
+8,346
| +4% | +$303K | 0.98% | 26 |
|
|
2023
Q3 | $8.16M | Buy |
235,150
+44,536
| +23% | +$1.55M | 1.06% | 26 |
|
|
2023
Q2 | $6.73M | Buy |
190,614
+46,110
| +32% | +$1.63M | 0.89% | 29 |
|
|
2023
Q1 | $5.14M | Buy |
144,504
+27,908
| +24% | +$992K | 0.74% | 31 |
|
|
2022
Q4 | $4.03M | Buy |
116,596
+32,002
| +38% | +$1.11M | 0.63% | 35 |
|
|
2022
Q3 | $2.84M | Buy |
84,594
+11,511
| +16% | +$387K | 0.5% | 42 |
|
|
2022
Q2 | $2.53M | Sell |
73,083
-40,321
| -36% | -$1.4M | 0.49% | 42 |
|
|
2022
Q1 | $4.41M | Buy |
113,404
+34,391
| +44% | +$1.34M | 0.78% | 28 |
|
|
2021
Q4 | $3.26M | Buy |
79,013
+171
| +0.2% | +$7.04K | 0.59% | 37 |
|
|
2021
Q3 | $3.27M | Buy |
78,842
+21,642
| +38% | +$898K | 0.66% | 30 |
|
|
2021
Q2 | $2.39M | Buy |
57,200
+7,380
| +15% | +$308K | 0.47% | 45 |
|
|
2021
Q1 | $2.05M | Sell |
49,820
-50,800
| -50% | -$2.09M | 0.47% | 40 |
|
|
2020
Q4 | $4.15M | Buy |
+100,620
| New | +$4.15M | 0.99% | 23 |
|