WealthShield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-27
| Closed | -$994 | – | 571 |
|
|
2025
Q1 | $994 | Sell |
27
-5
| -16% | -$184 | ﹤0.01% | 528 |
|
|
2024
Q4 | $1.18K | Buy |
+32
| New | +$1.18K | ﹤0.01% | 486 |
|
|
2024
Q3 | – | Sell |
-47
| Closed | -$1.7K | – | 505 |
|
|
2024
Q2 | $1.7K | Buy |
47
+1
| +2% | +$36 | ﹤0.01% | 458 |
|
|
2024
Q1 | $1.69K | Buy |
46
+1
| +2% | +$37 | ﹤0.01% | 468 |
|
|
2023
Q4 | $1.65K | Sell |
45
-43
| -49% | -$1.58K | ﹤0.01% | 467 |
|
|
2023
Q3 | $3.05K | Hold |
88
| – | – | ﹤0.01% | 466 |
|
|
2023
Q2 | $3.11K | Hold |
88
| – | – | ﹤0.01% | 471 |
|
|
2023
Q1 | $3.13K | Buy |
+88
| New | +$3.13K | ﹤0.01% | 467 |
|
|
2021
Q3 | – | Sell |
-3,682
| Closed | -$154K | – | 719 |
|
|
2021
Q2 | $154K | Buy |
3,682
+102
| +3% | +$4.27K | 0.02% | 294 |
|
|
2021
Q1 | $147K | Sell |
3,580
-12,941
| -78% | -$531K | 0.03% | 293 |
|
|
2020
Q4 | $682K | Buy |
+16,521
| New | +$682K | 0.13% | 135 |
|