IFP 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 | $416K | Sell |
11,098
-2,431
| -18% | -$91.2K | 0.01% | 910 |
|
|
2025
Q1 | $498K | Buy |
13,529
+470
| +4% | +$17.3K | 0.02% | 771 |
|
|
2024
Q4 | $480K | Buy |
13,059
+2,499
| +24% | +$91.9K | 0.02% | 754 |
|
|
2024
Q3 | $398K | Sell |
10,560
-1,168
| -10% | -$44K | 0.01% | 782 |
|
|
2024
Q2 | $425K | Buy |
11,728
+103
| +0.9% | +$3.74K | 0.02% | 714 |
|
|
2024
Q1 | $425K | Buy |
11,625
+1,491
| +15% | +$54.6K | 0.02% | 664 |
|
|
2023
Q4 | $368K | Buy |
10,134
+8,739
| +626% | +$318K | 0.02% | 688 |
|
|
2023
Q3 | $48.4K | Buy |
1,395
+343
| +33% | +$11.9K | ﹤0.01% | 1572 |
|
|
2023
Q2 | $37.1K | Buy |
1,052
+9
| +0.9% | +$318 | ﹤0.01% | 1735 |
|
|
2023
Q1 | $50.6K | Sell |
1,043
-27,454
| -96% | -$1.33M | ﹤0.01% | 1566 |
|
|
2022
Q4 | $1.39M | Buy |
28,497
+16,875
| +145% | +$822K | 0.04% | 487 |
|
|
2022
Q3 | $569K | Sell |
11,622
-3,849
| -25% | -$188K | 0.01% | 867 |
|
|
2022
Q2 | $749K | Hold |
15,471
| – | – | 0.02% | 674 |
|
|
2022
Q1 | $749K | Buy |
15,471
+5,331
| +53% | +$258K | 0.02% | 674 |
|
|
2021
Q4 | $413K | Buy |
10,140
+897
| +10% | +$36.5K | 0.01% | 656 |
|
|
2021
Q3 | $380K | Buy |
9,243
+8,286
| +866% | +$341K | 0.01% | 664 |
|
|
2021
Q2 | $38K | Buy |
957
+808
| +542% | +$32.1K | ﹤0.01% | 1643 |
|
|
2021
Q1 | $5K | Sell |
149
-141
| -49% | -$4.73K | ﹤0.01% | 2418 |
|
|
2020
Q4 | $11K | Sell |
290
-361
| -55% | -$13.7K | ﹤0.01% | 2046 |
|
|
2020
Q3 | $26K | Sell |
651
-1,027
| -61% | -$41K | ﹤0.01% | 1543 |
|
|
2020
Q2 | $62K | Buy |
1,678
+38
| +2% | +$1.4K | ﹤0.01% | 1124 |
|
|
2020
Q1 | $56K | Buy |
1,640
+1,517
| +1,233% | +$51.8K | 0.01% | 1063 |
|
|
2019
Q4 | $5K | Sell |
123
-2,262
| -95% | -$92K | ﹤0.01% | 2193 |
|
|
2019
Q3 | $97K | Buy |
+2,385
| New | +$97K | 0.01% | 1076 |
|