Allegiance Financial Group Advisory Services LLC USHY Holdings History
Allegiance Financial Group Advisory Services LLC's iShares Broad USD High Yield Corporate Bond ETF Holding Summary
As of 2025-03-31, Allegiance Financial Group Advisory Services LLC held 375,397.00 shares of iShares Broad USD High Yield Corporate Bond ETF(USHY), totaling $13.82 Mil. This investment constitutes 4.2% of their stock portfolio, and Allegiance Financial Group Advisory Services LLC now holds 0.06% of the outstanding iShares Broad USD High Yield Corporate Bond ETF(USHY) stock.
The initial trade took place in 2022Q4. And since then Allegiance Financial Group Advisory Services LLC has made 9 purchases of USHY, at an average price of $35.41, for a total of 375,397.00 shares. Based on historical transaction data and USHY's current price of $37.45, Allegiance Financial Group Advisory Services LLC's estimated gain on his USHY holdings is $765,659.23, reflecting a 5.76% gain to date.
Allegiance Financial Group Advisory Services LLC USHY ($37.45) Holding Chart
Allegiance Financial Group Advisory Services LLC USHY ($37.45) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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