Personal CFO Solutions’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 | $242K | Buy |
+6,444
| New | +$242K | 0.04% | 399 |
|
|
2022
Q1 | – | Sell |
-8,667
| Closed | -$357K | – | 517 |
|
|
2021
Q4 | $357K | Buy |
8,667
+122
| +1% | +$5.03K | 0.07% | 272 |
|
|
2021
Q3 | $355K | Sell |
8,545
-323
| -4% | -$13.4K | 0.07% | 249 |
|
|
2021
Q2 | $370K | Buy |
8,868
+875
| +11% | +$36.5K | 0.08% | 237 |
|
|
2021
Q1 | $329K | Buy |
7,993
+23
| +0.3% | +$947 | 0.07% | 236 |
|
|
2020
Q4 | $329K | Buy |
7,970
+433
| +6% | +$17.9K | 0.08% | 223 |
|
|
2020
Q3 | $0 | Buy |
+7,537
| New | – | ﹤0.01% | 319 |
|
|
2020
Q2 | – | Sell |
-25,873
| Closed | -$918K | – | 353 |
|
|
2020
Q1 | $918K | Buy |
+25,873
| New | +$918K | 0.33% | 69 |
|