Moneta Group Investment Advisors’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 | $2.9M | Buy |
77,225
+2,762
| +4% | +$104K | 0.03% | 184 |
|
|
2025
Q1 | $2.74M | Sell |
74,463
-5,701
| -7% | -$210K | 0.04% | 174 |
|
|
2024
Q4 | $2.95M | Sell |
80,164
-12,056
| -13% | -$444K | 0.04% | 170 |
|
|
2024
Q3 | $3.47M | Sell |
92,220
-15,823
| -15% | -$596K | 0.05% | 151 |
|
|
2024
Q2 | $3.92M | Sell |
108,043
-5,123
| -5% | -$186K | 0.06% | 138 |
|
|
2024
Q1 | $4.14M | Sell |
113,166
-13,818
| -11% | -$506K | 0.07% | 134 |
|
|
2023
Q4 | $4.62M | Sell |
126,984
-11,709
| -8% | -$426K | 0.09% | 113 |
|
|
2023
Q3 | $4.81M | Buy |
138,693
+2,152
| +2% | +$74.7K | 0.11% | 107 |
|
|
2023
Q2 | $4.82M | Sell |
136,541
-3,560
| -3% | -$126K | 0.11% | 104 |
|
|
2023
Q1 | $4.98M | Buy |
140,101
+4,901
| +4% | +$174K | 0.12% | 99 |
|
|
2022
Q4 | $4.82M | Buy |
135,200
+5,605
| +4% | +$200K | 0.13% | 97 |
|
|
2022
Q3 | $4.36M | Sell |
129,595
-1,745
| -1% | -$58.7K | 0.17% | 90 |
|
|
2022
Q2 | $4.55M | Buy |
131,340
+5,555
| +4% | +$192K | 0.16% | 96 |
|
|
2022
Q1 | $4.89M | Buy |
125,785
+10,854
| +9% | +$422K | 0.19% | 86 |
|
|
2021
Q4 | $4.73M | Buy |
114,931
+4,545
| +4% | +$187K | 0.19% | 86 |
|
|
2021
Q3 | $4.58M | Buy |
110,386
+11,393
| +12% | +$473K | 0.21% | 77 |
|
|
2021
Q2 | $4.13M | Buy |
98,993
+6,082
| +7% | +$254K | 0.19% | 88 |
|
|
2021
Q1 | $3.83M | Buy |
92,911
+16,178
| +21% | +$666K | 0.2% | 84 |
|
|
2020
Q4 | $3.17M | Buy |
76,733
+3,716
| +5% | +$153K | 0.23% | 78 |
|
|
2020
Q3 | $2.88M | Buy |
73,017
+21,604
| +42% | +$853K | 0.25% | 72 |
|
|
2020
Q2 | $1.97M | Buy |
51,413
+4,258
| +9% | +$163K | 0.19% | 90 |
|
|
2020
Q1 | $1.67M | Buy |
47,155
+1,827
| +4% | +$64.9K | 0.17% | 87 |
|
|
2019
Q4 | $1.86M | Buy |
45,328
+2,862
| +7% | +$118K | 0.16% | 92 |
|
|
2019
Q3 | $1.74M | Buy |
42,466
+2,139
| +5% | +$87.6K | 0.16% | 94 |
|
|
2019
Q2 | $1.65M | Buy |
+40,327
| New | +$1.65M | 0.16% | 85 |
|