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 2025-06-30, Allegiance Financial Group Advisory Services LLC held 400,305.00 shares of iShares Broad USD High Yield Corporate Bond ETF(USHY), totaling $15.02 Mil. This investment constitutes 3.98% 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 10 purchases of USHY, at an average price of $35.48, for a total of 400,305.00 shares. Based on historical transaction data and USHY's current price of $37.46, Allegiance Financial Group Advisory Services LLC's estimated gain on his USHY holdings is $790,967.50, reflecting a 5.57% gain to date.
Allegiance Financial Group Advisory Services LLC USHY ($37.46) Holding Chart
Allegiance Financial Group Advisory Services LLC USHY ($37.46) 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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