Triumph Capital Management’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
Q4 | – | Sell |
-18,611
| Closed | -$646K | – | 256 |
|
2023
Q3 | $646K | Buy |
18,611
+12,365
| +198% | +$429K | 0.29% | 82 |
|
2023
Q2 | $220K | Sell |
6,246
-41
| -0.7% | -$1.45K | 0.1% | 192 |
|
2023
Q1 | $224K | Buy |
6,287
+532
| +9% | +$18.9K | 0.11% | 168 |
|
2022
Q4 | $199K | Sell |
5,755
-4,439
| -44% | -$153K | 0.11% | 192 |
|
2022
Q3 | $343K | Sell |
10,194
-4,671
| -31% | -$157K | 0.19% | 117 |
|
2022
Q2 | $515K | Buy |
14,865
+514
| +4% | +$17.8K | 0.27% | 89 |
|
2022
Q1 | $558K | Buy |
+14,351
| New | +$558K | 0.24% | 106 |
|