Mattern 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 | $305K | Buy |
8,141
+500
| +7% | +$18.8K | 0.06% | 123 |
|
|
2025
Q1 | $281K | Hold |
7,641
| – | – | 0.06% | 133 |
|
|
2024
Q4 | $281K | Sell |
7,641
-1,032
| -12% | -$38K | 0.06% | 138 |
|
|
2024
Q3 | $327K | Buy |
8,673
+2,000
| +30% | +$75.3K | 0.07% | 134 |
|
|
2024
Q2 | $242K | Sell |
6,673
-30
| -0.4% | -$1.09K | 0.06% | 159 |
|
|
2024
Q1 | $245K | Buy |
+6,703
| New | +$245K | 0.06% | 156 |
|