Melone Private Wealth’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
Q4 | – | Sell |
-8,301
| Closed | -$288K | – | 54 |
|
|
2023
Q3 | $288K | Buy |
8,301
+67
| +0.8% | +$2.33K | 0.21% | 49 |
|
|
2023
Q2 | $291K | Buy |
8,234
+65
| +0.8% | +$2.3K | 0.21% | 50 |
|
|
2023
Q1 | $286K | Buy |
8,169
+46
| +0.6% | +$1.61K | 0.22% | 48 |
|
|
2022
Q4 | $280K | Sell |
8,123
-2,594
| -24% | -$89.6K | 0.24% | 50 |
|
|
2022
Q3 | $367K | Buy |
10,717
+35
| +0.3% | +$1.2K | 0.32% | 50 |
|
|
2022
Q2 | $375K | Buy |
10,682
+51
| +0.5% | +$1.79K | 0.32% | 50 |
|
|
2022
Q1 | $399K | Sell |
10,631
-8,455
| -44% | -$317K | 0.33% | 52 |
|
|
2021
Q4 | $786K | Buy |
+19,086
| New | +$786K | 0.59% | 40 |
|