OneDigital Investment 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 | $22.2M | Sell |
591,461
-113,966
| -16% | -$4.27M | 0.25% | 83 |
|
|
2025
Q1 | $26M | Buy |
705,427
+464,250
| +192% | +$17.1M | 0.31% | 65 |
|
|
2024
Q4 | $8.87M | Buy |
241,177
+77,066
| +47% | +$2.84M | 0.1% | 162 |
|
|
2024
Q3 | $6.18M | Buy |
164,111
+84,065
| +105% | +$3.17M | 0.07% | 216 |
|
|
2024
Q2 | $2.9M | Buy |
80,046
+21,813
| +37% | +$791K | 0.04% | 338 |
|
|
2024
Q1 | $2.13M | Buy |
58,233
+12,561
| +28% | +$460K | 0.03% | 319 |
|
|
2023
Q4 | $1.66M | Buy |
45,672
+18,167
| +66% | +$660K | 0.03% | 353 |
|
|
2023
Q3 | $955K | Buy |
27,505
+10,883
| +65% | +$378K | 0.02% | 437 |
|
|
2023
Q2 | $587K | Buy |
16,622
+2,651
| +19% | +$93.6K | 0.01% | 581 |
|
|
2023
Q1 | $497K | Buy |
13,971
+4,454
| +47% | +$158K | 0.01% | 622 |
|
|
2022
Q4 | $329K | Buy |
+9,517
| New | +$329K | 0.01% | 639 |
|