Valeo 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 | $1.31M | Sell |
34,791
-1,803
| -5% | -$67.6K | 0.03% | 237 |
|
|
2025
Q1 | $1.35M | Buy |
36,594
+4,075
| +13% | +$150K | 0.04% | 203 |
|
|
2024
Q4 | $1.2M | Buy |
32,519
+19
| +0.1% | +$699 | 0.03% | 215 |
|
|
2024
Q3 | $1.22M | Buy |
+32,500
| New | +$1.22M | 0.03% | 223 |
|
|
2021
Q2 | – | Sell |
-90
| Closed | -$4K | – | 1656 |
|
|
2021
Q1 | $4K | Hold |
90
| – | – | ﹤0.01% | 1559 |
|
|
2020
Q4 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 1403 |
|
|
2020
Q3 | – | Sell |
-98
| Closed | -$4K | – | 2060 |
|
|
2020
Q2 | $4K | Buy |
+98
| New | +$4K | ﹤0.01% | 1548 |
|
|
2020
Q1 | – | Sell |
-6
| Closed | – | – | 1872 |
|
|
2019
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1712 |
|
|
2019
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1668 |
|