Spire Wealth Management’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
$5.03K Sell
134
-378
-74% -$14.2K ﹤0.01% 1941
2025
Q1
$18.8K Buy
512
+141
+38% +$5.19K ﹤0.01% 1630
2024
Q4
$13.6K Hold
371
﹤0.01% 1751
2024
Q3
$14K Sell
371
-287
-44% -$10.8K ﹤0.01% 1544
2024
Q2
$23.9K Sell
658
-17
-3% -$617 ﹤0.01% 1380
2024
Q1
$24.7K Sell
675
-25
-4% -$915 ﹤0.01% 1441
2023
Q4
$25.4K Hold
700
﹤0.01% 1453
2023
Q3
$24.3K Sell
700
-142
-17% -$4.93K ﹤0.01% 1430
2023
Q2
$29.7K Sell
842
-826
-50% -$29.2K ﹤0.01% 1415
2023
Q1
$59.3K Buy
1,668
+350
+27% +$12.4K ﹤0.01% 1132
2022
Q4
$46K Buy
1,318
+693
+111% +$24.2K ﹤0.01% 1020
2022
Q3
$21K Sell
625
-87
-12% -$2.92K ﹤0.01% 1323
2022
Q2
$25K Sell
712
-30,154
-98% -$1.06M ﹤0.01% 1579
2022
Q1
$1.2M Buy
30,866
+18,617
+152% +$723K 0.03% 355
2021
Q4
$505K Sell
12,249
-664
-5% -$27.4K 0.01% 701
2021
Q3
$536K Buy
12,913
+11,649
+922% +$484K 0.01% 566
2021
Q2
$53K Sell
1,264
-151
-11% -$6.33K ﹤0.01% 1457
2021
Q1
$58K Buy
+1,415
New +$58K ﹤0.01% 1654