Petix & Botte Financial’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 | $750K | Buy |
20,004
+434
| +2% | +$16.3K | 0.18% | 70 |
|
|
2025
Q1 | $720K | Sell |
19,570
-904
| -4% | -$33.3K | 0.19% | 69 |
|
|
2024
Q4 | $753K | Buy |
20,474
+32
| +0.2% | +$1.18K | 0.2% | 69 |
|
|
2024
Q3 | $770K | Sell |
20,442
-496
| -2% | -$18.7K | 0.2% | 61 |
|
|
2024
Q2 | $760K | Sell |
20,938
-171,975
| -89% | -$6.24M | 0.22% | 59 |
|
|
2024
Q1 | $7.06M | Buy |
192,913
+171,947
| +820% | +$6.29M | 1.75% | 18 |
|
|
2023
Q4 | $762K | Hold |
20,966
| – | – | 0.22% | 55 |
|
|
2023
Q3 | $728K | Buy |
20,966
+9,600
| +84% | +$333K | 0.23% | 53 |
|
|
2023
Q2 | $401K | Buy |
11,366
+5,683
| +100% | +$201K | 0.12% | 78 |
|
|
2023
Q1 | $202K | Buy |
+5,683
| New | +$202K | 0.14% | 73 |
|
|
2022
Q3 | – | Sell |
-5,791
| Closed | -$200K | – | 71 |
|
|
2022
Q2 | $200K | Sell |
5,791
-5,791
| -50% | -$200K | 0.15% | 68 |
|
|
2022
Q1 | $450K | Buy |
+11,582
| New | +$450K | 0.14% | 69 |
|
|
2021
Q4 | – | Sell |
-6,505
| Closed | -$268K | – | 111 |
|
|
2021
Q3 | $268K | Buy |
+6,505
| New | +$268K | 0.09% | 91 |
|