WealthPLAN Partners’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
Q3 | – | Sell |
-3,698
| Closed | -$131K | – | 1125 |
|
|
2023
Q2 | $131K | Buy |
3,698
+11
| +0.3% | +$388 | 0.02% | 352 |
|
|
2023
Q1 | $131K | Buy |
+3,687
| New | +$131K | 0.01% | 373 |
|
|
2022
Q1 | $471K | Sell |
12,714
-1,870
| -13% | -$69.3K | 0.03% | 259 |
|
|
2021
Q4 | $584K | Sell |
14,584
-1,580
| -10% | -$63.3K | 0.04% | 236 |
|
|
2021
Q3 | $665K | Buy |
16,164
+4,971
| +44% | +$205K | 0.04% | 213 |
|
|
2021
Q2 | $462K | Buy |
+11,193
| New | +$462K | 0.03% | 242 |
|