GFWA
Grey Fox Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.29M | Buy |
167,793
+5,382
| +3% | +$202K | 1.5% | 12 |
|
|
2025
Q1 | $5.98M | Buy |
162,411
+10,061
| +7% | +$370K | 1.59% | 14 |
|
|
2024
Q4 | $5.6M | Buy |
152,350
+8,530
| +6% | +$314K | 1.54% | 12 |
|
|
2024
Q3 | $5.41M | Buy |
143,820
+33,509
| +30% | +$1.26M | 1.51% | 12 |
|
|
2024
Q2 | $4M | Buy |
110,311
+8,559
| +8% | +$311K | 1.41% | 14 |
|
|
2024
Q1 | $3.72M | Buy |
101,752
+20,236
| +25% | +$740K | 1.4% | 13 |
|
|
2023
Q4 | $2.96M | Buy |
81,516
+14,472
| +22% | +$526K | 1.29% | 15 |
|
|
2023
Q3 | $2.33M | Buy |
+67,044
| New | +$2.33M | 1.17% | 20 |
|
|
2023
Q2 | – | Sell |
-30
| Closed | -$1.07K | – | 484 |
|
|
2023
Q1 | $1.07K | Buy |
+30
| New | +$1.07K | ﹤0.01% | 457 |
|