Regal 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
Q3 | – | Sell |
-6,085
| Closed | -$221K | – | 575 |
|
|
2024
Q2 | $221K | Sell |
6,085
-275
| -4% | -$9.98K | 0.01% | 525 |
|
|
2024
Q1 | $233K | Sell |
6,360
-1,167
| -16% | -$42.7K | 0.02% | 515 |
|
|
2023
Q4 | $274K | Sell |
7,527
-5
| -0.1% | -$182 | 0.02% | 440 |
|
|
2023
Q3 | $261K | Buy |
7,532
+453
| +6% | +$15.7K | 0.02% | 412 |
|
|
2023
Q2 | $250K | Sell |
7,079
-1,010
| -12% | -$35.7K | 0.02% | 432 |
|
|
2023
Q1 | $288K | Sell |
8,089
-509
| -6% | -$18.1K | 0.03% | 405 |
|
|
2022
Q4 | $297K | Buy |
8,598
+277
| +3% | +$9.56K | 0.03% | 377 |
|
|
2022
Q3 | $280K | Buy |
8,321
+1,154
| +16% | +$38.8K | 0.03% | 378 |
|
|
2022
Q2 | $248K | Sell |
7,167
-3,012
| -30% | -$104K | 0.03% | 412 |
|
|
2022
Q1 | $396K | Buy |
10,179
+2,127
| +26% | +$82.7K | 0.04% | 349 |
|
|
2021
Q4 | $332K | Sell |
8,052
-22,372
| -74% | -$922K | 0.03% | 405 |
|
|
2021
Q3 | $1.26M | Buy |
30,424
+5,972
| +24% | +$248K | 0.12% | 173 |
|
|
2021
Q2 | $1.02M | Buy |
+24,452
| New | +$1.02M | 0.1% | 212 |
|