IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Sell |
17,265
-3,400
| -16% | -$128K | 0.02% | 627 |
|
|
2025
Q1 | $761K | Buy |
20,665
+6,669
| +48% | +$245K | 0.02% | 546 |
|
|
2024
Q4 | $515K | Buy |
+13,996
| New | +$515K | 0.02% | 676 |
|
|
2021
Q3 | – | Sell |
-12,892
| Closed | -$538K | – | 973 |
|
|
2021
Q2 | $538K | Sell |
12,892
-1,334
| -9% | -$55.7K | 0.03% | 512 |
|
|
2021
Q1 | $586K | Sell |
14,226
-480
| -3% | -$19.8K | 0.04% | 402 |
|
|
2020
Q4 | $607K | Sell |
14,706
-851
| -5% | -$35.1K | 0.05% | 349 |
|
|
2020
Q3 | $614K | Buy |
15,557
+817
| +6% | +$32.2K | 0.06% | 295 |
|
|
2020
Q2 | $563K | Sell |
14,740
-1,151
| -7% | -$44K | 0.08% | 266 |
|
|
2020
Q1 | $564K | Sell |
15,891
-785
| -5% | -$27.9K | 0.08% | 267 |
|
|
2019
Q4 | $685K | Sell |
16,676
-1,216
| -7% | -$50K | 0.08% | 274 |
|
|
2019
Q3 | $733K | Buy |
+17,892
| New | +$733K | 0.1% | 242 |
|