Kingsview 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 | $1.15M | Buy |
30,629
+6,342
| +26% | +$238K | 0.02% | 548 |
|
|
2025
Q1 | $894K | Buy |
24,287
+15,318
| +171% | +$564K | 0.02% | 577 |
|
|
2024
Q4 | $330K | Buy |
8,969
+133
| +2% | +$4.89K | 0.01% | 863 |
|
|
2024
Q3 | $333K | Buy |
8,836
+1,987
| +29% | +$74.8K | 0.01% | 848 |
|
|
2024
Q2 | $248K | Buy |
+6,849
| New | +$248K | 0.01% | 909 |
|
|
2023
Q4 | – | Sell |
-9,786
| Closed | -$340K | – | 1030 |
|
|
2023
Q3 | $340K | Buy |
+9,786
| New | +$340K | 0.01% | 717 |
|
|
2023
Q1 | – | Sell |
-5,868
| Closed | -$203K | – | 947 |
|
|
2022
Q4 | $203K | Sell |
5,868
-5,899
| -50% | -$204K | 0.01% | 789 |
|
|
2022
Q3 | $396K | Sell |
11,767
-2,352
| -17% | -$79.2K | 0.02% | 562 |
|
|
2022
Q2 | $489K | Buy |
+14,119
| New | +$489K | 0.02% | 539 |
|