David Kennon Inc USHY Holdings History

Number of Shares
110,283.00
Current Holdings Value*
$4.14 Mil
% of Portfolio
1.55%
Total Estimate Gain
$377,036.25
% of Total Estimate Gain
6.08%

David Kennon Inc's iShares Broad USD High Yield Corporate Bond ETF Holding Summary

As of 2025-06-30, David Kennon Inc held 110,283.00 shares of iShares Broad USD High Yield Corporate Bond ETF(USHY), totaling $4.14 Mil. This investment constitutes 1.55% of their stock portfolio, and David Kennon Inc now holds 0.02% of the outstanding iShares Broad USD High Yield Corporate Bond ETF(USHY) stock.

The initial trade took place in 2023Q1. And since then David Kennon Inc has made 6 purchases of USHY, at an average price of $34.66, for a total of 178,922.00 shares. In addition, there have been 4 sales at an average price of $35.87 for 68,639.00 shares. Based on historical transaction data and USHY's current price of $37.32, David Kennon Inc's estimated gain on his USHY holdings is $377,036.25, reflecting a 6.08% gain to date.

David Kennon Inc USHY ($37.32) Holding Chart

David Kennon Inc USHY ($37.32) 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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