Gerber Kawasaki Wealth & Investment Management’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 | $4.52M | Buy |
120,433
+12,799
| +12% | +$480K | 0.17% | 85 |
|
2025
Q1 | $3.96M | Buy |
107,634
+27,329
| +34% | +$1.01M | 0.18% | 77 |
|
2024
Q4 | $2.95M | Buy |
80,305
+26,739
| +50% | +$984K | 0.13% | 89 |
|
2024
Q3 | $2.02M | Buy |
53,566
+27,396
| +105% | +$1.03M | 0.09% | 106 |
|
2024
Q2 | $949K | Buy |
26,170
+7,101
| +37% | +$258K | 0.05% | 133 |
|
2024
Q1 | $698K | Buy |
+19,069
| New | +$698K | 0.04% | 149 |
|
2021
Q4 | – | Sell |
-1
| Closed | -$1K | – | 1054 |
|
2021
Q3 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 1109 |
|