SWG
Summit Wealth Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
337,425
+306,261
| +983% | +$11.5M | 3.25% | 9 |
|
|
2025
Q1 | $1.15M | Buy |
31,164
+21,816
| +233% | +$803K | 0.34% | 42 |
|
|
2024
Q4 | $344K | Buy |
+9,348
| New | +$344K | 0.1% | 70 |
|
|
2023
Q2 | – | Sell |
-51,903
| Closed | -$1K | – | 248 |
|
|
2023
Q1 | $1K | Buy |
+51,903
| New | +$1K | 0.02% | 147 |
|