SWM
SigFig 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 | $85.7M | Buy |
2,291,910
+47,223
| +2% | +$1.77M | 2.84% | 11 |
|
|
2025
Q1 | $82.5M | Buy |
2,244,687
+49,278
| +2% | +$1.81M | 2.98% | 11 |
|
|
2024
Q4 | $80.7M | Buy |
2,195,409
+53,443
| +2% | +$1.97M | 2.92% | 12 |
|
|
2024
Q3 | $80.7M | Buy |
2,141,966
+143,246
| +7% | +$5.4M | 2.93% | 11 |
|
|
2024
Q2 | $72.5M | Buy |
1,998,720
+60,860
| +3% | +$2.21M | 2.73% | 12 |
|
|
2024
Q1 | $70.9M | Buy |
1,937,860
+75,382
| +4% | +$2.76M | 2.6% | 14 |
|
|
2023
Q4 | $67.7M | Buy |
1,862,478
+27,862
| +2% | +$1.01M | 2.57% | 14 |
|
|
2023
Q3 | $63.7M | Buy |
1,834,616
+59,936
| +3% | +$2.08M | 2.55% | 15 |
|
|
2023
Q2 | $62.3M | Buy |
1,774,680
+69,641
| +4% | +$2.45M | 2.42% | 15 |
|
|
2023
Q1 | $60.6M | Buy |
1,705,039
+26,380
| +2% | +$938K | 3.34% | 12 |
|
|
2022
Q4 | $58M | Buy |
1,678,659
+34,580
| +2% | +$1.19M | 2.88% | 13 |
|
|
2022
Q3 | $55.6M | Sell |
1,644,079
-10,726
| -0.6% | -$363K | 2.91% | 13 |
|
|
2022
Q2 | $57.3M | Buy |
+1,654,805
| New | +$57.3M | 2.97% | 13 |
|