FORM Wealth Advisors, LLC USHY Holdings History
FORM Wealth Advisors, LLC's iShares Broad USD High Yield Corporate Bond ETF Holding Summary
As of 2025-06-30, FORM Wealth Advisors, LLC held 272,994.00 shares of iShares Broad USD High Yield Corporate Bond ETF(USHY), totaling $10.24 Mil. This investment constitutes 1.24% of their stock portfolio, and FORM Wealth Advisors, LLC now holds 0.04% of the outstanding iShares Broad USD High Yield Corporate Bond ETF(USHY) stock.
The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $36.67 for 119,897.00 shares. Based on historical transaction data and USHY's current price of $37.40, FORM Wealth Advisors, LLC's estimated gain on his USHY holdings is $38,200.31, reflecting a 0.26% gain to date.
FORM Wealth Advisors, LLC USHY ($37.40) Holding Chart
FORM Wealth Advisors, LLC USHY ($37.40) 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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