Kohmann Bosshard Financial Services’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 | $419K | Sell |
11,181
-139
| -1% | -$5.21K | 0.05% | 128 |
|
2025
Q1 | $417K | Sell |
11,320
-260
| -2% | -$9.57K | 0.05% | 133 |
|
2024
Q4 | $426K | Buy |
11,580
+4,749
| +70% | +$175K | 0.05% | 124 |
|
2024
Q3 | $257K | Buy |
6,831
+24
| +0.4% | +$904 | 0.03% | 174 |
|
2024
Q2 | $247K | Sell |
6,807
-787
| -10% | -$28.6K | 0.03% | 169 |
|
2024
Q1 | $278K | Sell |
7,594
-3,121
| -29% | -$114K | 0.04% | 164 |
|
2023
Q4 | $389K | Sell |
10,715
-143
| -1% | -$5.2K | 0.06% | 123 |
|
2023
Q3 | $377K | Sell |
10,858
-242
| -2% | -$8.4K | 0.06% | 116 |
|
2023
Q2 | $392K | Sell |
11,100
-12,361
| -53% | -$436K | 0.07% | 116 |
|
2023
Q1 | $834K | Sell |
23,461
-1,643
| -7% | -$58.4K | 0.16% | 73 |
|
2022
Q4 | $867K | Buy |
25,104
+3,663
| +17% | +$126K | 0.17% | 72 |
|
2022
Q3 | $721K | Buy |
21,441
+2,487
| +13% | +$83.6K | 0.16% | 69 |
|
2022
Q2 | $656K | Buy |
18,954
+6,330
| +50% | +$219K | 0.15% | 68 |
|
2022
Q1 | $491K | Buy |
12,624
+5,842
| +86% | +$227K | 0.1% | 79 |
|
2021
Q4 | $279K | Sell |
6,782
-2,245
| -25% | -$92.4K | 0.06% | 96 |
|
2021
Q3 | $375K | Sell |
9,027
-179
| -2% | -$7.44K | 0.08% | 76 |
|
2021
Q2 | $384K | Buy |
9,206
+141
| +2% | +$5.88K | 0.09% | 75 |
|
2021
Q1 | $373K | Sell |
9,065
-120
| -1% | -$4.94K | 0.1% | 72 |
|
2020
Q4 | $379K | Sell |
9,185
-453
| -5% | -$18.7K | 0.12% | 70 |
|
2020
Q3 | $380K | Sell |
9,638
-1,417
| -13% | -$55.9K | 0.14% | 68 |
|
2020
Q2 | $423K | Buy |
11,055
+2,072
| +23% | +$79.3K | 0.16% | 63 |
|
2020
Q1 | $319K | Sell |
8,983
-2,099
| -19% | -$74.5K | 0.14% | 61 |
|
2019
Q4 | $455K | Buy |
11,082
+972
| +10% | +$39.9K | 0.17% | 51 |
|
2019
Q3 | $414K | Buy |
10,110
+260
| +3% | +$10.6K | 0.16% | 52 |
|
2019
Q2 | $403K | Buy |
9,850
+208
| +2% | +$8.51K | 0.17% | 52 |
|
2019
Q1 | $391K | Buy |
9,642
+418
| +5% | +$17K | 0.18% | 54 |
|
2018
Q4 | $352K | Buy |
+9,224
| New | +$352K | 0.19% | 52 |
|