Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-2,544
| Closed | -$95K | – | 1183 |
|
|
2024
Q3 | $95K | Sell |
2,544
-2,339
| -48% | -$87.3K | 0.03% | 373 |
|
|
2024
Q2 | $177K | Sell |
4,883
-481
| -9% | -$17.4K | 0.05% | 257 |
|
|
2024
Q1 | $196K | Buy |
5,364
+38
| +0.7% | +$1.39K | 0.06% | 244 |
|
|
2023
Q4 | $193K | Sell |
5,326
-2,032
| -28% | -$73.6K | 0.06% | 245 |
|
|
2023
Q3 | $255K | Buy |
+7,358
| New | +$255K | 0.09% | 186 |
|
|
2023
Q1 | $547K | Buy |
+15,386
| New | +$547K | 0.21% | 99 |
|
|
2022
Q4 | – | Sell |
-17,066
| Closed | -$573K | – | 1092 |
|
|
2022
Q3 | $573K | Sell |
17,066
-4,517
| -21% | -$152K | 0.24% | 96 |
|
|
2022
Q2 | $747K | Sell |
21,583
-254
| -1% | -$8.79K | 0.33% | 67 |
|
|
2022
Q1 | $849K | Sell |
21,837
-995
| -4% | -$38.7K | 0.34% | 75 |
|
|
2021
Q4 | $940K | Buy |
+22,832
| New | +$940K | 0.35% | 76 |
|