Modera 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 | $680K | Buy |
18,133
+445
| +3% | +$16.7K | 0.01% | 388 |
|
|
2025
Q1 | $651K | Buy |
17,688
+665
| +4% | +$24.5K | 0.01% | 381 |
|
|
2024
Q4 | $626K | Buy |
17,023
+286
| +2% | +$10.5K | 0.01% | 394 |
|
|
2024
Q3 | $630K | Sell |
16,737
-543
| -3% | -$20.4K | 0.01% | 373 |
|
|
2024
Q2 | $627K | Buy |
17,280
+2,073
| +14% | +$75.2K | 0.01% | 354 |
|
|
2024
Q1 | $556K | Buy |
15,207
+160
| +1% | +$5.85K | 0.01% | 375 |
|
|
2023
Q4 | $547K | Buy |
15,047
+1,067
| +8% | +$38.8K | 0.01% | 363 |
|
|
2023
Q3 | $485K | Buy |
13,980
+1,358
| +11% | +$47.1K | 0.01% | 365 |
|
|
2023
Q2 | $446K | Buy |
+12,622
| New | +$446K | 0.01% | 397 |
|