Prestige Wealth Management Group LLC USHY Holdings History
Prestige Wealth Management Group LLC's iShares Broad USD High Yield Corporate Bond ETF Holding Summary
As of 2025-03-31, Prestige Wealth Management Group LLC held 757,203.00 shares of iShares Broad USD High Yield Corporate Bond ETF(USHY), totaling $27.87 Mil. This investment constitutes 5.96% of their stock portfolio, and Prestige Wealth Management Group LLC now holds 0.13% of the outstanding iShares Broad USD High Yield Corporate Bond ETF(USHY) stock.
The initial trade took place in 2020Q2. And since then Prestige Wealth Management Group LLC has made 8 purchases of USHY, at an average price of $35.41, for a total of 821,269.00 shares. In addition, there have been 7 sales at an average price of $35.69 for 64,066.00 shares. Based on historical transaction data and USHY's current price of $37.40, Prestige Wealth Management Group LLC's estimated gain on his USHY holdings is $1.53 Mil, reflecting a 5.25% gain to date.
Prestige Wealth Management Group LLC USHY ($37.40) Holding Chart
Prestige Wealth Management Group 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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