IFG Advisory’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
Q3 | – | Sell |
-20,370
| Closed | -$739K | – | 607 |
|
|
2024
Q2 | $739K | Buy |
20,370
+1,378
| +7% | +$50K | 0.05% | 337 |
|
|
2024
Q1 | $695K | Buy |
+18,992
| New | +$695K | 0.05% | 283 |
|
|
2023
Q1 | – | Sell |
-12,764
| Closed | -$440K | – | 526 |
|
|
2022
Q4 | $440K | Buy |
12,764
+915
| +8% | +$31.5K | 0.04% | 332 |
|
|
2022
Q3 | $398K | Sell |
11,849
-41
| -0.3% | -$1.38K | 0.04% | 358 |
|
|
2022
Q2 | $411K | Buy |
11,890
+24
| +0.2% | +$830 | 0.04% | 319 |
|
|
2022
Q1 | $461K | Buy |
+11,866
| New | +$461K | 0.05% | 317 |
|