Larson Financial Group’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 | $22.2K | Buy |
592
+30
| +5% | +$1.13K | ﹤0.01% | 1435 |
|
|
2025
Q1 | $20.7K | Sell |
562
-498
| -47% | -$18.3K | ﹤0.01% | 1344 |
|
|
2024
Q4 | $39K | Buy |
1,060
+1,056
| +26,400% | +$38.9K | ﹤0.01% | 972 |
|
|
2024
Q3 | $151 | Hold |
4
| – | – | ﹤0.01% | 2437 |
|
|
2024
Q2 | $145 | Hold |
4
| – | – | ﹤0.01% | 2158 |
|
|
2024
Q1 | $146 | Hold |
4
| – | – | ﹤0.01% | 1663 |
|
|
2023
Q4 | $145 | Sell |
4
-1,803
| -100% | -$65.4K | ﹤0.01% | 1676 |
|
|
2023
Q3 | $62.7K | Hold |
1,807
| – | – | 0.01% | 548 |
|
|
2023
Q2 | $63.8K | Sell |
1,807
-4,060
| -69% | -$143K | 0.01% | 506 |
|
|
2023
Q1 | $209K | Buy |
5,867
+2,620
| +81% | +$93.1K | 0.02% | 307 |
|
|
2022
Q4 | $112K | Buy |
3,247
+1,442
| +80% | +$49.8K | 0.01% | 387 |
|
|
2022
Q3 | $61K | Hold |
1,805
| – | – | 0.01% | 433 |
|
|
2022
Q2 | $62K | Sell |
1,805
-291
| -14% | -$10K | 0.01% | 330 |
|
|
2022
Q1 | $81K | Hold |
2,096
| – | – | 0.01% | 303 |
|
|
2021
Q4 | $86K | Buy |
2,096
+2
| +0.1% | +$82 | 0.01% | 298 |
|
|
2021
Q3 | $87K | Buy |
2,094
+1,722
| +463% | +$71.5K | 0.02% | 219 |
|
|
2021
Q2 | $16K | Buy |
372
+61
| +20% | +$2.62K | ﹤0.01% | 484 |
|
|
2021
Q1 | $13K | Hold |
311
| – | – | ﹤0.01% | 496 |
|
|
2020
Q4 | $13K | Buy |
311
+54
| +21% | +$2.26K | ﹤0.01% | 460 |
|
|
2020
Q3 | $10K | Buy |
257
+54
| +27% | +$2.1K | ﹤0.01% | 438 |
|
|
2020
Q2 | $8K | Buy |
203
+3
| +2% | +$118 | ﹤0.01% | 431 |
|
|
2020
Q1 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 340 |
|