United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.93M | Sell |
238,192
-58,778
| -20% | -$2.2M | 0.07% | 214 |
|
|
2025
Q1 | $10.9M | Buy |
296,970
+210,830
| +245% | +$7.76M | 0.09% | 164 |
|
|
2024
Q4 | $3.17M | Buy |
86,140
+58,988
| +217% | +$2.17M | 0.03% | 332 |
|
|
2024
Q3 | $1.02M | Sell |
27,152
-570
| -2% | -$21.5K | 0.01% | 538 |
|
|
2024
Q2 | $1.01M | Sell |
27,722
-755
| -3% | -$27.4K | 0.01% | 522 |
|
|
2024
Q1 | $1.04M | Buy |
28,477
+474
| +2% | +$17.3K | 0.01% | 547 |
|
|
2023
Q4 | $1.02M | Buy |
+28,003
| New | +$1.02M | 0.01% | 559 |
|
|
2022
Q4 | – | Sell |
-49,316
| Closed | -$1.66M | – | 1109 |
|
|
2022
Q3 | $1.66M | Sell |
49,316
-23,751
| -33% | -$799K | 0.01% | 505 |
|
|
2022
Q2 | $2.53M | Sell |
73,067
-5,499
| -7% | -$190K | 0.01% | 449 |
|
|
2022
Q1 | $3.05M | Sell |
78,566
-11,538
| -13% | -$448K | 0.01% | 441 |
|
|
2021
Q4 | $3.71M | Buy |
90,104
+8,925
| +11% | +$368K | 0.02% | 425 |
|
|
2021
Q3 | $3.37M | Buy |
81,179
+58,338
| +255% | +$2.42M | 0.02% | 434 |
|
|
2021
Q2 | $953K | Buy |
22,841
+3,106
| +16% | +$130K | ﹤0.01% | 708 |
|
|
2021
Q1 | $813K | Buy |
+19,735
| New | +$813K | ﹤0.01% | 719 |
|
|
2020
Q3 | – | Sell |
-24,122
| Closed | -$922K | – | 1227 |
|
|
2020
Q2 | $922K | Sell |
24,122
-8,366
| -26% | -$320K | 0.01% | 681 |
|
|
2020
Q1 | $1.15M | Buy |
32,488
+16,363
| +101% | +$581K | 0.01% | 597 |
|
|
2019
Q4 | $663K | Buy |
+16,125
| New | +$663K | ﹤0.01% | 904 |
|