Neumann 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 | $1.18M | Buy |
31,427
+3,313
| +12% | +$124K | 0.37% | 56 |
|
|
2025
Q1 | $1.03M | Buy |
28,114
+2,750
| +11% | +$101K | 0.36% | 59 |
|
|
2024
Q4 | $933K | Buy |
25,364
+3,614
| +17% | +$133K | 0.31% | 65 |
|
|
2024
Q3 | $819K | Buy |
21,750
+2,350
| +12% | +$88.5K | 0.27% | 65 |
|
|
2024
Q2 | $704K | Buy |
19,400
+8,850
| +84% | +$321K | 0.24% | 71 |
|
|
2024
Q1 | $386K | Buy |
10,550
+700
| +7% | +$25.6K | 0.14% | 80 |
|
|
2023
Q4 | $358K | Buy |
9,850
+3,500
| +55% | +$127K | 0.14% | 82 |
|
|
2023
Q3 | $220K | Buy |
+6,350
| New | +$220K | 0.1% | 90 |
|