Morningstar Income And Growth ETF Asset Allocation Portfolio USHY Holdings History
Morningstar Income and Growth ETF Asset Allocation Portfolio's iShares Broad USD High Yield Corporate Bond ETF Holding Summary
As of 2025-03-31, ALPS Variable Investment Trust held 47,024.00 shares of iShares Broad USD High Yield Corporate Bond ETF(USHY), totaling $1.73 Mil. This investment constitutes 3.56% of their stock portfolio, and ALPS Variable Investment Trust now holds 0.01% of the outstanding iShares Broad USD High Yield Corporate Bond ETF(USHY) stock.
The initial trade took place in 2020Q1. And since then Morningstar Income and Growth ETF Asset Allocation Portfolio has made 6 purchases of USHY, at an average price of $37.10, for a total of 107,032.00 shares. In addition, there have been 12 sales at an average price of $36.78 for 60,008.00 shares. Based on historical transaction data and USHY's current price of $37.31, Morningstar Income and Growth ETF Asset Allocation Portfolio's estimated gain on his USHY holdings is $-8,821.00, reflecting a -0.22% gain to date.
Morningstar Income and Growth ETF Asset Allocation Portfolio USHY ($37.31) Holding Chart
Morningstar Income and Growth ETF Asset Allocation Portfolio USHY ($37.31) 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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