WWA
WCG Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,305
| Closed | -$377K | – | 305 |
|
|
2024
Q1 | $377K | Buy |
+10,305
| New | +$377K | 0.03% | 236 |
|
|
2023
Q1 | – | Sell |
-12,149
| Closed | -$420K | – | 169 |
|
|
2022
Q4 | $420K | Sell |
12,149
-125
| -1% | -$4.32K | 0.06% | 143 |
|
|
2022
Q3 | $413K | Buy |
12,274
+1,051
| +9% | +$35.4K | 0.05% | 199 |
|
|
2022
Q2 | $389K | Buy |
+11,223
| New | +$389K | 0.05% | 188 |
|