Montag & Associates’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
Q2
Sell
-2,139
Closed -$76K 938
2023
Q1
$76K Buy
2,139
+989
+86% +$35.2K 0.01% 486
2022
Q4
$39.7K Hold
1,150
﹤0.01% 587
2022
Q3
$39K Buy
+1,150
New +$39K ﹤0.01% 577