Stratos Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-26,061
| Closed | -$900K | – | 637 |
|
|
2022
Q4 | $900K | Buy |
26,061
+3,092
| +13% | +$107K | 0.08% | 297 |
|
|
2022
Q3 | $772K | Sell |
22,969
-13,344
| -37% | -$448K | 0.08% | 281 |
|
|
2022
Q2 | $1.26M | Buy |
36,313
+10,885
| +43% | +$377K | 0.11% | 226 |
|
|
2022
Q1 | $988K | Sell |
25,428
-112,327
| -82% | -$4.36M | 0.08% | 275 |
|
|
2021
Q4 | $5.67M | Buy |
137,755
+41,070
| +42% | +$1.69M | 0.41% | 59 |
|
|
2021
Q3 | $4.01M | Buy |
96,685
+9,095
| +10% | +$377K | 0.34% | 74 |
|
|
2021
Q2 | $3.65M | Buy |
87,590
+12,012
| +16% | +$501K | 0.32% | 84 |
|
|
2021
Q1 | $3.11M | Buy |
75,578
+19,970
| +36% | +$823K | 0.33% | 84 |
|
|
2020
Q4 | $2.29M | Buy |
+55,608
| New | +$2.29M | 0.32% | 75 |
|