Sage Advisory Services, Ltd.Co. USHY Holdings History
Sage Advisory Services, Ltd.Co.'s iShares Broad USD High Yield Corporate Bond ETF Holding Summary
As of 2025-03-31, Sage Advisory Services, Ltd.Co. held 214,414.00 shares of iShares Broad USD High Yield Corporate Bond ETF(USHY), totaling $7.89 Mil. This investment constitutes 4.64% of their stock portfolio, and Sage Advisory Services, Ltd.Co. now holds 0.04% of the outstanding iShares Broad USD High Yield Corporate Bond ETF(USHY) stock.
The initial trade took place in 2022Q2. And since then Sage Advisory Services, Ltd.Co. has made 4 purchases of USHY, at an average price of $35.62, for a total of 638,850.00 shares. In addition, there have been 7 sales at an average price of $35.32 for 424,436.00 shares. Based on historical transaction data and USHY's current price of $37.37, Sage Advisory Services, Ltd.Co.'s estimated gain on his USHY holdings is $250,007.27, reflecting a 1.10% gain to date.
Sage Advisory Services, Ltd.Co. USHY ($37.37) Holding Chart
Sage Advisory Services, Ltd.Co. 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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