HHM Wealth Advisors’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 | $38.4K | Hold |
1,025
| – | – | ﹤0.01% | 415 |
|
|
2025
Q1 | $37.7K | Hold |
1,025
| – | – | 0.01% | 405 |
|
|
2024
Q4 | $37.7K | Hold |
1,025
| – | – | 0.01% | 399 |
|
|
2024
Q3 | $38.6K | Hold |
1,025
| – | – | 0.01% | 372 |
|
|
2024
Q2 | $37.2K | Sell |
1,025
-10,073
| -91% | -$365K | 0.01% | 374 |
|
|
2024
Q1 | $406K | Hold |
11,098
| – | – | 0.07% | 86 |
|
|
2023
Q4 | $403K | Hold |
11,098
| – | – | 0.07% | 81 |
|
|
2023
Q3 | $385K | Hold |
11,098
| – | – | 0.08% | 80 |
|
|
2023
Q2 | $392K | Hold |
11,098
| – | – | 0.07% | 85 |
|
|
2023
Q1 | $395K | Hold |
11,098
| – | – | 0.08% | 77 |
|
|
2022
Q4 | $383K | Hold |
11,098
| – | – | 0.09% | 75 |
|
|
2022
Q3 | $373K | Hold |
11,098
| – | – | 0.1% | 70 |
|
|
2022
Q2 | $384K | Hold |
11,098
| – | – | 0.1% | 76 |
|
|
2022
Q1 | $431K | Hold |
11,098
| – | – | 0.1% | 79 |
|
|
2021
Q4 | $457K | Hold |
11,098
| – | – | 0.11% | 73 |
|
|
2021
Q3 | $461K | Sell |
11,098
-4,351
| -28% | -$181K | 0.13% | 68 |
|
|
2021
Q2 | $645K | Buy |
+15,449
| New | +$645K | 0.18% | 57 |
|