Spectrum Wealth Counsel’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
Q1 | – | Sell |
-39,455
| Closed | -$1.45M | – | 392 |
|
2024
Q4 | $1.45M | Buy |
39,455
+12,428
| +46% | +$457K | 0.17% | 71 |
|
2024
Q3 | $1.02M | Buy |
27,027
+7,124
| +36% | +$268K | 0.12% | 75 |
|
2024
Q2 | $722K | Sell |
19,903
-4,694
| -19% | -$170K | 0.09% | 76 |
|
2024
Q1 | $900K | Sell |
24,597
-4,518
| -16% | -$165K | 0.11% | 84 |
|
2023
Q4 | $1.06M | Buy |
+29,115
| New | +$1.06M | 0.15% | 78 |
|