Signature Estate & 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
2025
Q2
$4.18M Buy
111,414
+2,031
+2% +$76.2K 0.1% 98
2025
Q1
$4.03M Buy
109,383
+859
+0.8% +$31.6K 0.11% 99
2024
Q4
$3.99M Buy
108,524
+27,122
+33% +$998K 0.1% 83
2024
Q3
$3.06M Buy
81,402
+10,471
+15% +$394K 0.07% 94
2024
Q2
$2.57M Buy
70,931
+47,711
+205% +$1.73M 0.06% 116
2024
Q1
$850K Buy
23,220
+1,305
+6% +$47.8K 0.02% 98
2023
Q4
$797K Buy
21,915
+1,072
+5% +$39K 0.02% 107
2023
Q3
$724K Buy
20,843
+396
+2% +$13.8K 0.02% 104
2023
Q2
$721K Buy
20,447
+427
+2% +$15.1K 0.02% 104
2023
Q1
$712K Sell
20,020
-19,260
-49% -$685K 0.03% 104
2022
Q4
$1.36M Sell
39,280
-8,207
-17% -$283K 0.05% 87
2022
Q3
$1.6M Buy
47,487
+1,725
+4% +$58K 0.08% 77
2022
Q2
$1.58M Buy
+45,762
New +$1.58M 0.08% 74