LGWM
Litman Gregory Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
32,190
+13
| +0% | +$488 | 0.1% | 74 |
|
|
2025
Q1 | $1.18M | Buy |
32,177
+8
| +0% | +$294 | 0.1% | 72 |
|
|
2024
Q4 | $1.18M | Sell |
32,169
-1,811
| -5% | -$66.6K | 0.1% | 65 |
|
|
2024
Q3 | $1.28M | Sell |
33,980
-1,333
| -4% | -$50.2K | 0.11% | 66 |
|
|
2024
Q2 | $1.28M | Buy |
35,313
+67
| +0.2% | +$2.43K | 0.11% | 64 |
|
|
2024
Q1 | $1.29M | Sell |
35,246
-33
| -0.1% | -$1.21K | 0.12% | 63 |
|
|
2023
Q4 | $1.28M | Buy |
35,279
+3,658
| +12% | +$133K | 0.12% | 63 |
|
|
2023
Q3 | $1.1M | Sell |
31,621
-1,008
| -3% | -$35K | 0.11% | 65 |
|
|
2023
Q2 | $1.15M | Buy |
+32,629
| New | +$1.15M | 0.14% | 42 |
|
|
2023
Q1 | – | Sell |
-33,430
| Closed | -$1.15M | – | 94 |
|
|
2022
Q4 | $1.15M | Buy |
33,430
+18
| +0.1% | +$622 | 0.16% | 41 |
|
|
2022
Q3 | $1.12M | Buy |
33,412
+63
| +0.2% | +$2.12K | 0.18% | 39 |
|
|
2022
Q2 | $1.16M | Hold |
33,349
| – | – | 0.17% | 46 |
|
|
2022
Q1 | $1.3M | Buy |
33,349
+2,075
| +7% | +$80.6K | 0.19% | 43 |
|
|
2021
Q4 | $1.29M | Buy |
31,274
+2,000
| +7% | +$82.4K | 0.22% | 42 |
|
|
2021
Q3 | $1.22M | Buy |
29,274
+28,061
| +2,313% | +$1.16M | 0.23% | 41 |
|
|
2021
Q2 | $1.21K | Sell |
1,213
-332
| -21% | -$332 | 0.23% | 41 |
|
|
2021
Q1 | $64K | Buy |
+1,545
| New | +$64K | 0.01% | 93 |
|