Long Run Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,963
| Closed | -$532K | – | 98 |
|
|
2023
Q1 | $532K | Hold |
14,963
| – | – | 0.18% | 72 |
|
|
2022
Q4 | $517K | Sell |
14,963
-659
| -4% | -$22.8K | 0.19% | 76 |
|
|
2022
Q3 | $525K | Buy |
15,622
+650
| +4% | +$21.8K | 0.21% | 72 |
|
|
2022
Q2 | $518K | Sell |
14,972
-3,523
| -19% | -$122K | 0.2% | 70 |
|
|
2022
Q1 | $719K | Buy |
18,495
+279
| +2% | +$10.8K | 0.25% | 67 |
|
|
2021
Q4 | $750K | Buy |
+18,216
| New | +$750K | 0.26% | 70 |
|