Mission 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 | $1.35M | Buy |
35,879
+1,626
| +5% | +$61K | 0.03% | 260 |
|
|
2025
Q1 | $1.26M | Buy |
34,253
+5,004
| +17% | +$184K | 0.03% | 243 |
|
|
2024
Q4 | $1.08M | Sell |
29,249
-1,130
| -4% | -$41.6K | 0.03% | 260 |
|
|
2024
Q3 | $1.14M | Sell |
30,379
-3,792
| -11% | -$143K | 0.03% | 249 |
|
|
2024
Q2 | $1.24M | Sell |
34,171
-10,749
| -24% | -$390K | 0.03% | 220 |
|
|
2024
Q1 | $1.64M | Buy |
44,920
+7,064
| +19% | +$258K | 0.04% | 196 |
|
|
2023
Q4 | $1.38M | Sell |
37,856
-6,125
| -14% | -$223K | 0.04% | 186 |
|
|
2023
Q3 | $1.53M | Sell |
43,981
-1,971
| -4% | -$68.4K | 0.06% | 155 |
|
|
2023
Q2 | $1.62M | Sell |
45,952
-2,501
| -5% | -$88.3K | 0.06% | 149 |
|
|
2023
Q1 | $1.72M | Sell |
48,453
-1,462
| -3% | -$52K | 0.07% | 140 |
|
|
2022
Q4 | $1.72M | Buy |
+49,915
| New | +$1.72M | 0.08% | 127 |
|