HHRDM
H&H Retirement Design & Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,716
| Closed | -$210K | – | 83 |
|
|
2024
Q2 | $210K | Buy |
+5,716
| New | +$210K | 0.13% | 85 |
|
|
2023
Q1 | – | Sell |
-50,175
| Closed | -$1.8M | – | 91 |
|
|
2022
Q4 | $1.8M | Buy |
50,175
+35
| +0.1% | +$1.26K | 1.52% | 17 |
|
|
2022
Q3 | $1.68M | Sell |
50,140
-4,960
| -9% | -$167K | 1.59% | 18 |
|
|
2022
Q2 | $2.01M | Sell |
55,100
-5,355
| -9% | -$195K | 1.47% | 17 |
|
|
2022
Q1 | $2.29M | Buy |
60,455
+7,170
| +13% | +$272K | 1.56% | 18 |
|
|
2021
Q4 | $2.1M | Buy |
+53,285
| New | +$2.1M | 1.33% | 21 |
|