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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $8.75M | Sell |
241,047
-9,266
| -4% | -$336K | 4.85% | 4 |
|
|
2024
Q1 | $9.16M | Sell |
250,313
-1,151
| -0.5% | -$42.1K | 4.66% | 4 |
|
|
2023
Q4 | $9.14M | Buy |
+251,464
| New | +$9.14M | 4.95% | 3 |
|
|
2022
Q4 | $23.5M | Buy |
679,760
+380,945
| +127% | +$13.2M | 3.35% | 6 |
|
|
2022
Q3 | $10M | Buy |
298,815
+10,571
| +4% | +$355K | 3.23% | 6 |
|
|
2022
Q2 | $9.98M | Sell |
288,244
-2,570
| -0.9% | -$89K | 3.32% | 5 |
|
|
2022
Q1 | $11.3M | Buy |
+290,814
| New | +$11.3M | 3.05% | 5 |
|
|
2021
Q3 | $9.17M | Buy |
220,990
+36,317
| +20% | +$1.51M | 3.26% | 5 |
|
|
2021
Q2 | $7.71M | Buy |
184,673
+60,554
| +49% | +$2.53M | 2.92% | 4 |
|
|
2021
Q1 | $5.11M | Buy |
+124,119
| New | +$5.11M | 2.88% | 3 |
|