Geneos Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $378K | Sell |
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|
2025
Q2 | $426K | Sell |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $275K | Buy |
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|
2024
Q3 | $193K | Buy |
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|
2024
Q2 | $96K | Buy |
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|
2024
Q1 | $84.5K | Sell |
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|
2023
Q4 | $94.1K | Buy |
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|
2023
Q3 | $66K | Buy |
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|
2023
Q2 | $67.1K | Hold |
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|
2023
Q1 | $67.6K | Sell |
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|
2022
Q4 | $71.9K | Sell |
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|
2022
Q3 | $125K | Sell |
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|
2022
Q2 | $180K | Sell |
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|
2022
Q1 | $427K | Sell |
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|
2021
Q4 | $488K | Buy |
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|
2021
Q3 | $113K | Sell |
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|
2021
Q2 | $141K | Sell |
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|
2021
Q1 | $6.02M | Buy |
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|
2020
Q4 | $71K | Buy |
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|
2020
Q3 | $64K | Sell |
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|
2020
Q2 | $201K | Buy |
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|
2020
Q1 | $4K | Buy |
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