Monument Capital 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
$4.79M Sell
127,608
-34,359
-21% -$1.29M 1.25% 20
2025
Q1
$5.96M Buy
161,967
+1,438
+0.9% +$52.9K 1.83% 8
2024
Q4
$5.91M Sell
160,529
-7,239
-4% -$266K 1.63% 6
2024
Q3
$6.32M Sell
167,768
-3,483
-2% -$131K 1.75% 7
2024
Q2
$6.21M Sell
171,251
-88,629
-34% -$3.22M 1.83% 7
2024
Q1
$9.51M Buy
259,880
+103,546
+66% +$3.79M 2.74% 5
2023
Q4
$5.68M Sell
156,334
-159,354
-50% -$5.79M 1.83% 9
2023
Q3
$11M Buy
315,688
+207,872
+193% +$7.22M 3.68% 5
2023
Q2
$3.81M Buy
107,816
+32,112
+42% +$1.13M 1.21% 18
2023
Q1
$2.69M Buy
+75,704
New +$2.69M 0.9% 31