Plante Moran Financial 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 | – | Sell |
-20
| Closed | -$736 | – | 871 |
|
|
2025
Q1 | $736 | Buy |
+20
| New | +$736 | ﹤0.01% | 735 |
|
|
2024
Q2 | – | Sell |
-125
| Closed | -$4.57K | – | 902 |
|
|
2024
Q1 | $4.57K | Buy |
+125
| New | +$4.57K | ﹤0.01% | 695 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 1115 |
|
|
2021
Q3 | – | Sell |
-32
| Closed | -$1K | – | 1025 |
|
|
2021
Q2 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 928 |
|
|
2021
Q1 | – | Sell |
-49
| Closed | -$2K | – | 1148 |
|
|
2020
Q4 | $2K | Buy |
49
+28
| +133% | +$1.14K | ﹤0.01% | 795 |
|
|
2020
Q3 | $1K | Buy |
21
+4
| +24% | +$190 | ﹤0.01% | 825 |
|
|
2020
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 726 |
|
|
2019
Q4 | – | Sell |
-4
| Closed | – | – | 904 |
|
|
2019
Q3 | $0 | Buy |
4
+1
| +33% | – | ﹤0.01% | 912 |
|
|
2019
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 843 |
|