Horst & Graben Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-14,233
| Closed | -$594K | – | 141 |
|
|
2021
Q2 | $594K | Buy |
14,233
+1,397
| +11% | +$58.3K | 0.17% | 70 |
|
|
2021
Q1 | $529K | Buy |
12,836
+2,741
| +27% | +$113K | 0.17% | 77 |
|
|
2020
Q4 | $417K | Buy |
10,095
+2,123
| +27% | +$87.7K | 0.14% | 80 |
|
|
2020
Q3 | $315K | Buy |
+7,972
| New | +$315K | 0.12% | 91 |
|
|
2020
Q2 | – | Sell |
-10,675
| Closed | -$379K | – | 105 |
|
|
2020
Q1 | $379K | Buy |
+10,675
| New | +$379K | 0.2% | 64 |
|