ERTS Wealth Advisors, LLC USHY Holdings History
ERTS Wealth Advisors, LLC's iShares Broad USD High Yield Corporate Bond ETF Holding Summary
As of 2025-03-31, ERTS Wealth Advisors, LLC held 1.80 Mil shares of iShares Broad USD High Yield Corporate Bond ETF(USHY), totaling $66.15 Mil. This investment constitutes 12.85% of their stock portfolio, and ERTS Wealth Advisors, LLC now holds 0.34% of the outstanding iShares Broad USD High Yield Corporate Bond ETF(USHY) stock.
The initial trade took place in 2020Q2. And since then ERTS Wealth Advisors, LLC has made 16 purchases of USHY, at an average price of $36.42, for a total of 2.42 Mil shares. In addition, there have been 4 sales at an average price of $40.11 for 621,865.00 shares. Based on historical transaction data and USHY's current price of $37.43, ERTS Wealth Advisors, LLC's estimated gain on his USHY holdings is $4.11 Mil, reflecting a 4.67% gain to date.
ERTS Wealth Advisors, LLC USHY ($37.43) Holding Chart
ERTS Wealth Advisors, LLC USHY ($37.43) 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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