Topel & Distasi Wealth Management’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 | $4.05M | Sell |
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|
2025
Q1 | $6.44M | Sell |
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|
2024
Q4 | $7.01M | Buy |
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|
2024
Q3 | $7.09M | Buy |
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|
2024
Q2 | $6.69M | Buy |
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|
2024
Q1 | $6.68M | Buy |
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|
2023
Q4 | $5.64M | Buy |
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|
2023
Q3 | $5.11M | Sell |
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|
2023
Q2 | $5.32M | Buy |
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|
2023
Q1 | $5.32M | Buy |
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|
2022
Q4 | $4.86M | Sell |
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|
2022
Q3 | $4.88M | Sell |
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|
2022
Q2 | $4.91M | Buy |
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|
2022
Q1 | $5.33M | Buy |
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|
2021
Q4 | $5.28M | Buy |
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