Steward Partners Investment Advisory’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.37M | Buy |
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|
2025
Q1 | $8.19M | Sell |
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|
2024
Q4 | $8.38M | Buy |
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|
2024
Q3 | $8.26M | Buy |
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|
2024
Q2 | $7.65M | Buy |
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|
2024
Q1 | $7.11M | Buy |
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|
2023
Q4 | $2.31M | Buy |
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|
2023
Q3 | $1.84M | Buy |
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|
2023
Q2 | $668K | Sell |
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|
2023
Q1 | $686K | Sell |
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|
2022
Q4 | $671K | Sell |
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|
2022
Q3 | $736K | Sell |
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|
2022
Q2 | $831K | Sell |
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|
2022
Q1 | $963K | Buy |
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|
2021
Q4 | $963K | Buy |
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|
2021
Q3 | $932K | Sell |
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|
2021
Q2 | $941K | Sell |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $830K | Buy |
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|
2020
Q3 | $562K | Buy |
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|
2020
Q2 | $543K | Buy |
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|
2020
Q1 | $25K | Sell |
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|
2019
Q4 | $64K | Buy |
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|
2019
Q3 | $31K | Sell |
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|
2019
Q2 | $77K | Buy |
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