West Wealth Group’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
Q2 | – | Sell |
-22,028
| Closed | -$783K | – | 79 |
|
|
2023
Q1 | $783K | Sell |
22,028
-263
| -1% | -$9.35K | 0.36% | 22 |
|
|
2022
Q4 | $770K | Sell |
22,291
-7,142
| -24% | -$247K | 0.38% | 25 |
|
|
2022
Q3 | $989K | Sell |
29,433
-8,390
| -22% | -$282K | 0.5% | 27 |
|
|
2022
Q2 | $1.31M | Buy |
37,823
+13,537
| +56% | +$468K | 0.61% | 25 |
|
|
2022
Q1 | $943K | Buy |
+24,286
| New | +$943K | 0.37% | 24 |
|