Winch Advisory Services’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 | $875K | Sell |
23,317
-758
| -3% | -$28.4K | 0.21% | 49 |
|
|
2025
Q1 | $886K | Sell |
24,075
-3,171
| -12% | -$117K | 0.23% | 48 |
|
|
2024
Q4 | $1M | Buy |
27,246
+2,442
| +10% | +$89.8K | 0.26% | 46 |
|
|
2024
Q3 | $934K | Buy |
24,804
+2,550
| +11% | +$96K | 0.26% | 46 |
|
|
2024
Q2 | $807K | Buy |
22,254
+7,342
| +49% | +$266K | 0.23% | 49 |
|
|
2024
Q1 | $546K | Buy |
14,912
+11,273
| +310% | +$412K | 0.17% | 54 |
|
|
2023
Q4 | $132K | Buy |
3,639
+2,605
| +252% | +$94.7K | 0.04% | 96 |
|
|
2023
Q3 | $36K | Buy |
+1,034
| New | +$36K | 0.01% | 161 |
|