Sax Wealth 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
Q2 | – | Sell |
-20,005
| Closed | -$732K | – | 283 |
|
|
2024
Q1 | $732K | Sell |
20,005
-5,726
| -22% | -$210K | 0.09% | 90 |
|
|
2023
Q4 | $935K | Sell |
25,731
-3,201
| -11% | -$116K | 0.15% | 75 |
|
|
2023
Q3 | $1M | Sell |
28,932
-1,452
| -5% | -$50.4K | 0.2% | 69 |
|
|
2023
Q2 | $1.07M | Sell |
30,384
-1,548
| -5% | -$54.6K | 0.21% | 62 |
|
|
2023
Q1 | $1.14M | Buy |
31,932
+1,314
| +4% | +$46.7K | 0.25% | 60 |
|
|
2022
Q4 | $1.06M | Buy |
30,618
+1,311
| +4% | +$45.3K | 0.24% | 59 |
|
|
2022
Q3 | $985K | Sell |
29,307
-3,107
| -10% | -$104K | 0.25% | 60 |
|
|
2022
Q2 | $1.12M | Buy |
32,414
+29
| +0.1% | +$1K | 0.29% | 58 |
|
|
2022
Q1 | $1.26M | Buy |
32,385
+645
| +2% | +$25.1K | 0.3% | 48 |
|
|
2021
Q4 | $1.31M | Buy |
31,740
+15,079
| +91% | +$621K | 0.27% | 56 |
|
|
2021
Q3 | $691K | Buy |
16,661
+6,938
| +71% | +$288K | 0.16% | 82 |
|
|
2021
Q2 | $406K | Buy |
+9,723
| New | +$406K | 0.14% | 105 |
|