Simplicity Wealth’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 | $8.72M | Buy |
232,550
+139,421
| +150% | +$5.23M | 0.36% | 64 |
|
|
2025
Q1 | $3.43M | Buy |
+93,129
| New | +$3.43M | 0.27% | 90 |
|
|
2024
Q4 | – | Sell |
-56,197
| Closed | -$2.12M | – | 504 |
|
|
2024
Q3 | $2.12M | Sell |
56,197
-121,292
| -68% | -$4.57M | 0.2% | 110 |
|
|
2024
Q2 | $6.44M | Buy |
177,489
+103,309
| +139% | +$3.75M | 0.15% | 147 |
|
|
2024
Q1 | $2.71M | Buy |
74,180
+64,031
| +631% | +$2.34M | 0.06% | 293 |
|
|
2023
Q4 | $369K | Buy |
10,149
+3,075
| +43% | +$112K | 0.14% | 121 |
|
|
2023
Q3 | $246K | Buy |
+7,074
| New | +$246K | 0.14% | 77 |
|
|
2022
Q4 | – | Sell |
-71,470
| Closed | -$2.4M | – | 86 |
|
|
2022
Q3 | $2.4M | Sell |
71,470
-1,758
| -2% | -$59.1K | 3.23% | 9 |
|
|
2022
Q2 | $2.54M | Sell |
73,228
-47,289
| -39% | -$1.64M | 3.7% | 8 |
|
|
2022
Q1 | $4.68M | Sell |
120,517
-41,821
| -26% | -$1.63M | 4.55% | 5 |
|
|
2021
Q4 | $6.69M | Buy |
+162,338
| New | +$6.69M | 3.61% | 7 |
|