RSWM
Robertson Stephens Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Buy |
+78,475
| New | +$2.94M | 0.09% | 143 |
|
|
2025
Q1 | – | Sell |
-111,064
| Closed | -$4.09M | – | 585 |
|
|
2024
Q4 | $4.09M | Buy |
111,064
+105,497
| +1,895% | +$3.88M | 0.14% | 128 |
|
|
2024
Q3 | $210K | Sell |
5,567
-46,756
| -89% | -$1.76M | 0.01% | 595 |
|
|
2024
Q2 | $1.9M | Sell |
52,323
-3,817
| -7% | -$138K | 0.1% | 152 |
|
|
2024
Q1 | $2.05M | Sell |
56,140
-22,459
| -29% | -$822K | 0.11% | 152 |
|
|
2023
Q4 | $2.86M | Sell |
78,599
-58,199
| -43% | -$2.12M | 0.17% | 109 |
|
|
2023
Q3 | $4.75M | Buy |
136,798
+92,011
| +205% | +$3.19M | 0.32% | 68 |
|
|
2023
Q2 | $1.58M | Buy |
44,787
+5,352
| +14% | +$189K | 0.11% | 154 |
|
|
2023
Q1 | $1.4M | Sell |
39,435
-8,097
| -17% | -$288K | 0.11% | 161 |
|
|
2022
Q4 | $1.64M | Buy |
+47,532
| New | +$1.64M | 0.16% | 129 |
|