Sowell Financial Services’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 | $1.36M | Sell |
36,340
-432
| -1% | -$16.2K | 0.06% | 342 |
|
|
2025
Q1 | $1.35M | Buy |
36,772
+4,351
| +13% | +$160K | 0.06% | 314 |
|
|
2024
Q4 | $1.19M | Buy |
32,421
+5,453
| +20% | +$201K | 0.06% | 288 |
|
|
2024
Q3 | $1.02M | Sell |
26,968
-911
| -3% | -$34.3K | 0.05% | 339 |
|
|
2024
Q2 | $1.01M | Sell |
27,879
-35,182
| -56% | -$1.28M | 0.05% | 329 |
|
|
2024
Q1 | $2.31M | Sell |
63,061
-7,641
| -11% | -$280K | 0.11% | 197 |
|
|
2023
Q4 | $2.57M | Buy |
70,702
+52,313
| +284% | +$1.9M | 0.14% | 169 |
|
|
2023
Q3 | $638K | Buy |
+18,389
| New | +$638K | 0.04% | 367 |
|
|
2022
Q1 | – | Sell |
-65,270
| Closed | -$2.69M | – | 500 |
|
|
2021
Q4 | $2.69M | Buy |
65,270
+2,654
| +4% | +$109K | 0.15% | 152 |
|
|
2021
Q3 | $2.6M | Buy |
62,616
+412
| +0.7% | +$17.1K | 0.18% | 141 |
|
|
2021
Q2 | $2.6M | Buy |
62,204
+2,279
| +4% | +$95.1K | 0.17% | 152 |
|
|
2021
Q1 | $2.47M | Buy |
59,925
+12,585
| +27% | +$519K | 0.09% | 209 |
|
|
2020
Q4 | $1.95M | Buy |
47,340
+4
| +0% | +$165 | 0.08% | 210 |
|
|
2020
Q3 | $1.87M | Sell |
47,336
-16,328
| -26% | -$644K | 0.09% | 189 |
|
|
2020
Q2 | $2.43M | Buy |
63,664
+59,231
| +1,336% | +$2.26M | 0.13% | 147 |
|
|
2020
Q1 | $157K | Buy |
4,433
+2,556
| +136% | +$90.5K | 0.01% | 719 |
|
|
2019
Q4 | $77K | Buy |
+1,877
| New | +$77K | 0.01% | 985 |
|