New Wave Wealth 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
$2.79M Sell
74,319
-254
-0.3% -$9.53K 1.18% 24
2025
Q1
$2.75M Buy
74,573
+19,318
+35% +$711K 1.23% 26
2024
Q4
$2.03M Buy
55,255
+2,309
+4% +$84.9K 0.83% 28
2024
Q3
$1.99M Buy
52,946
+1,381
+3% +$52K 0.92% 30
2024
Q2
$1.87M Buy
+51,565
New +$1.87M 1.01% 26