Mutual 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 | $1.8M | Buy |
47,963
+23,857
| +99% | +$893K | 0.04% | 348 |
|
|
2025
Q1 | $885K | Sell |
24,106
-359
| -1% | -$13.2K | 0.03% | 492 |
|
|
2024
Q4 | $908K | Sell |
24,465
-67,977
| -74% | -$2.52M | 0.03% | 510 |
|
|
2024
Q3 | $3.44M | Sell |
92,442
-101,463
| -52% | -$3.77M | 0.1% | 183 |
|
|
2024
Q2 | $7.13M | Buy |
+193,905
| New | +$7.13M | 0.22% | 90 |
|
|
2023
Q4 | – | Sell |
-8,841
| Closed | -$307K | – | 1076 |
|
|
2023
Q3 | $307K | Buy |
+8,841
| New | +$307K | 0.01% | 765 |
|