SAG
SageView Advisory Group’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 | $772K | Buy |
20,639
+6,859
| +50% | +$257K | 0.03% | 280 |
|
|
2025
Q1 | $507K | Buy |
13,780
+4,306
| +45% | +$159K | 0.02% | 344 |
|
|
2024
Q4 | $349K | Buy |
+9,474
| New | +$349K | 0.02% | 409 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 583 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 339 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 857 |
|
|
2023
Q4 | – | Sell |
-8,549
| Closed | -$297K | – | 342 |
|
|
2023
Q3 | $297K | Sell |
8,549
-212
| -2% | -$7.36K | 0.02% | 427 |
|
|
2023
Q2 | $309K | Sell |
8,761
-2,362
| -21% | -$83.4K | 0.02% | 440 |
|
|
2023
Q1 | $395K | Sell |
11,123
-9,872
| -47% | -$351K | 0.03% | 344 |
|
|
2022
Q4 | $725K | Buy |
+20,995
| New | +$725K | 0.06% | 194 |
|