One 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,039
| Closed | -$105K | – | 580 |
|
|
2022
Q4 | $105K | Buy |
+3,039
| New | +$105K | 0.02% | 286 |
|
|
2022
Q2 | – | Sell |
-6,193
| Closed | -$241K | – | 214 |
|
|
2022
Q1 | $241K | Buy |
+6,193
| New | +$241K | 0.06% | 181 |
|
|
2020
Q2 | – | Sell |
-6,505
| Closed | -$231K | – | 98 |
|
|
2020
Q1 | $231K | Buy |
+6,505
| New | +$231K | 0.23% | 69 |
|