Heritage Wealth Management (Arizona)’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
2024
Q2
$8.75M Sell
2024
Q1
$9.16M Sell
2023
Q4
$9.14M Buy
2022
Q4
$23.5M Buy
2022
Q3
$10M Buy
2022
Q2
$9.98M Sell
2022
Q1
$11.3M Buy
2021
Q3
$9.17M Buy
2021
Q2
$7.71M Buy
2021
Q1
$5.11M Buy