OWA
Octavia Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Buy |
87,478
+1,270
| +1% | +$47.6K | 0.37% | 36 |
|
|
2025
Q1 | $3.17M | Buy |
86,208
+17,906
| +26% | +$659K | 0.39% | 35 |
|
|
2024
Q4 | $2.51M | Buy |
68,302
+4,314
| +7% | +$159K | 0.3% | 40 |
|
|
2024
Q3 | $2.41M | Buy |
63,988
+16,984
| +36% | +$639K | 0.3% | 39 |
|
|
2024
Q2 | $1.71M | Buy |
47,004
+8,815
| +23% | +$320K | 0.23% | 49 |
|
|
2024
Q1 | $1.4M | Buy |
38,189
+29,054
| +318% | +$1.06M | 0.21% | 56 |
|
|
2023
Q4 | $332K | Buy |
+9,135
| New | +$332K | 0.06% | 159 |
|
|
2021
Q1 | – | Sell |
-6,029
| Closed | -$249K | – | 173 |
|
|
2020
Q4 | $249K | Buy |
+6,029
| New | +$249K | 0.08% | 137 |
|