Realta 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-582
| Closed | -$21.7K | – | 411 |
|
2024
Q3 | $21.7K | Sell |
582
-12,251
| -95% | -$457K | 0.01% | 274 |
|
2024
Q2 | $466K | Buy |
12,833
+8,923
| +228% | +$324K | 0.09% | 238 |
|
2024
Q1 | $143K | Buy |
+3,910
| New | +$143K | 0.03% | 447 |
|
2020
Q1 | – | Sell |
-43
| Closed | -$2K | – | 1330 |
|
2019
Q4 | $2K | Sell |
43
-10,693
| -100% | -$497K | ﹤0.01% | 1499 |
|
2019
Q3 | $440K | Buy |
+10,736
| New | +$440K | 0.12% | 196 |
|