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 |
|