Innovative Wealth Building LLC USHY Holdings History
Number of Shares
81,923.00
Current Holdings Value*
$3.02 Mil
% of Portfolio
2.78%
Total Estimate Gain
$13,488.98
% of Total Estimate Gain
0.40%
Innovative Wealth Building LLC's iShares Broad USD High Yield Corporate Bond ETF Holding Summary
As of 2025-03-31, Innovative Wealth Building LLC held 81,923.00 shares of iShares Broad USD High Yield Corporate Bond ETF(USHY), totaling $3.02 Mil. This investment constitutes 2.78% of their stock portfolio, and Innovative Wealth Building LLC now holds 0.02% of the outstanding iShares Broad USD High Yield Corporate Bond ETF(USHY) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $37.08 for 7,705.00 shares. Based on historical transaction data and USHY's current price of $37.37, Innovative Wealth Building LLC's estimated gain on his USHY holdings is $13,488.98, reflecting a 0.40% gain to date.
Innovative Wealth Building LLC USHY ($37.37) Holding Chart
Innovative Wealth Building LLC USHY ($37.37) 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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