McKinley Carter Wealth 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 | $1.02M | Sell |
27,150
-2,121
| -7% | -$79.6K | 0.06% | 164 |
|
|
2025
Q1 | $1.08M | Sell |
29,271
-92,664
| -76% | -$3.41M | 0.07% | 153 |
|
|
2024
Q4 | $4.49M | Buy |
121,935
+4,855
| +4% | +$179K | 0.27% | 73 |
|
|
2024
Q3 | $4.41M | Buy |
117,080
+5,057
| +5% | +$190K | 0.27% | 73 |
|
|
2024
Q2 | $4.06M | Sell |
112,023
-103
| -0.1% | -$3.74K | 0.26% | 77 |
|
|
2024
Q1 | $4.1M | Sell |
112,126
-2,622
| -2% | -$95.9K | 0.27% | 75 |
|
|
2023
Q4 | $4.17M | Buy |
114,748
+1,149
| +1% | +$41.8K | 0.31% | 70 |
|
|
2023
Q3 | $3.94M | Buy |
113,599
+1,222
| +1% | +$42.4K | 0.31% | 66 |
|
|
2023
Q2 | $3.97M | Sell |
112,377
-3,808
| -3% | -$134K | 0.3% | 65 |
|
|
2023
Q1 | $4.13M | Buy |
116,185
+6,293
| +6% | +$224K | 0.32% | 62 |
|
|
2022
Q4 | $3.79M | Sell |
109,892
-2,384
| -2% | -$82.3K | 0.32% | 67 |
|
|
2022
Q3 | $3.78M | Buy |
112,276
+3,445
| +3% | +$116K | 0.35% | 61 |
|
|
2022
Q2 | $3.77M | Buy |
108,831
+7,853
| +8% | +$272K | 0.33% | 62 |
|
|
2022
Q1 | $3.92M | Buy |
100,978
+11,732
| +13% | +$456K | 0.31% | 65 |
|
|
2021
Q4 | $3.68M | Buy |
89,246
+7,795
| +10% | +$321K | 0.27% | 71 |
|
|
2021
Q3 | $3.38M | Buy |
81,451
+6,930
| +9% | +$288K | 0.28% | 71 |
|
|
2021
Q2 | $3.11M | Buy |
74,521
+12,698
| +21% | +$530K | 0.26% | 80 |
|
|
2021
Q1 | $2.55M | Buy |
+61,823
| New | +$2.55M | 0.22% | 92 |
|