Wetzel Investment 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 | $1.48M | Sell |
39,340
-63,955
| -62% | -$2.4M | 0.67% | 28 |
|
|
2025
Q1 | $3.8M | Buy |
103,295
+14,222
| +16% | +$524K | 1.92% | 16 |
|
|
2024
Q4 | $3.28M | Buy |
89,073
+7,497
| +9% | +$276K | 1.63% | 21 |
|
|
2024
Q3 | $3.07M | Buy |
81,576
+52,291
| +179% | +$1.97M | 1.54% | 21 |
|
|
2024
Q2 | $1.07M | Buy |
29,285
+881
| +3% | +$32.2K | 0.61% | 33 |
|
|
2024
Q1 | $1.01M | Buy |
28,404
+887
| +3% | +$31.7K | 0.6% | 34 |
|
|
2023
Q4 | $1M | Buy |
+27,517
| New | +$1M | 0.61% | 31 |
|