GRIMES & COMPANY, INC. USHY Holdings History
Number of Shares
4.45 Mil
Current Holdings Value*
$166.75 Mil
% of Portfolio
4.54%
Total Estimate Gain
$3.25 Mil
% of Total Estimate Gain
1.99%
GRIMES & COMPANY, INC.'s iShares Broad USD High Yield Corporate Bond ETF Holding Summary
As of 2025-06-30, GRIMES & COMPANY, INC. held 4.45 Mil shares of iShares Broad USD High Yield Corporate Bond ETF(USHY), totaling $166.75 Mil. This investment constitutes 4.54% of their stock portfolio, and GRIMES & COMPANY, INC. now holds 0.67% of the outstanding iShares Broad USD High Yield Corporate Bond ETF(USHY) stock.
The initial trade took place in 2025Q2. And since then GRIMES & COMPANY, INC. has made 1 purchases of USHY, at an average price of $36.67, for a total of 4.45 Mil shares. Based on historical transaction data and USHY's current price of $37.40, GRIMES & COMPANY, INC.'s estimated gain on his USHY holdings is $3.25 Mil, reflecting a 1.99% gain to date.
GRIMES & COMPANY, INC. USHY ($37.40) Holding Chart
GRIMES & COMPANY, INC. 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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