HNWAG
High Net Worth Advisory Group’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 | $1.66M | Sell |
44,370
-1,200
| -3% | -$45K | 0.44% | 53 |
|
|
2025
Q1 | $1.68M | Buy |
45,570
+1,168
| +3% | +$43K | 0.47% | 54 |
|
|
2024
Q4 | $1.63M | Sell |
44,402
-480
| -1% | -$17.7K | 0.46% | 57 |
|
|
2024
Q3 | $1.69M | Buy |
44,882
+2,580
| +6% | +$97.1K | 0.46% | 54 |
|
|
2024
Q2 | $1.53M | Buy |
42,302
+286
| +0.7% | +$10.4K | 0.47% | 55 |
|
|
2024
Q1 | $1.54M | Buy |
42,016
+115
| +0.3% | +$4.21K | 0.48% | 52 |
|
|
2023
Q4 | $1.52M | Buy |
41,901
+327
| +0.8% | +$11.9K | 0.57% | 46 |
|
|
2023
Q3 | $1.44M | Buy |
41,574
+1,524
| +4% | +$52.9K | 0.58% | 48 |
|
|
2023
Q2 | $1.41M | Sell |
40,050
-1,128
| -3% | -$39.8K | 0.55% | 50 |
|
|
2023
Q1 | $1.46M | Sell |
41,178
-1,001
| -2% | -$35.6K | 0.6% | 49 |
|
|
2022
Q4 | $1.46M | Buy |
42,179
+398
| +1% | +$13.7K | 0.57% | 49 |
|
|
2022
Q3 | $1.41M | Buy |
41,781
+464
| +1% | +$15.6K | 0.6% | 46 |
|
|
2022
Q2 | $1.43M | Buy |
41,317
+943
| +2% | +$32.6K | 0.59% | 45 |
|
|
2022
Q1 | $1.57M | Buy |
40,374
+2,181
| +6% | +$84.8K | 0.57% | 46 |
|
|
2021
Q4 | $1.57M | Buy |
+38,193
| New | +$1.57M | 0.55% | 47 |
|