Syntegra Private Wealth Group’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 | $397K | Sell |
10,583
-2
| -0% | -$75 | 0.04% | 120 |
|
|
2025
Q1 | $390K | Hold |
10,585
| – | – | 0.05% | 105 |
|
|
2024
Q4 | $389K | Sell |
10,585
-443
| -4% | -$16.3K | 0.04% | 99 |
|
|
2024
Q3 | $415K | Buy |
11,028
+8
| +0.1% | +$301 | 0.05% | 99 |
|
|
2024
Q2 | $400K | Sell |
11,020
-443
| -4% | -$16.1K | 0.05% | 91 |
|
|
2024
Q1 | $419K | Sell |
11,463
-9
| -0.1% | -$329 | 0.05% | 85 |
|
|
2023
Q4 | $417K | Hold |
11,472
| – | – | 0.06% | 75 |
|
|
2023
Q3 | $398K | Hold |
11,472
| – | – | 0.06% | 77 |
|
|
2023
Q2 | $405K | Sell |
11,472
-4,244
| -27% | -$150K | 0.06% | 82 |
|
|
2023
Q1 | $559K | Buy |
15,716
+842
| +6% | +$29.9K | 0.1% | 61 |
|
|
2022
Q4 | $514K | Buy |
+14,874
| New | +$514K | 0.1% | 56 |
|