Summit Wealth Group, LLC USHY Holdings History
Summit Wealth Group, LLC's iShares Broad USD High Yield Corporate Bond ETF Holding Summary
As of 2025-03-31, Summit Wealth Group, LLC held 31,164.00 shares of iShares Broad USD High Yield Corporate Bond ETF(USHY), totaling $1.15 Mil. This investment constitutes 0.34% of their stock portfolio, and Summit Wealth Group, LLC now holds 0.01% of the outstanding iShares Broad USD High Yield Corporate Bond ETF(USHY) stock.
The initial trade took place in 2023Q1. And since then Summit Wealth Group, LLC has made 3 purchases of USHY, at an average price of $35.29, for a total of 83,067.00 shares. In addition, there have been 1 sales at an average price of $34.69 for 51,903.00 shares. Based on historical transaction data and USHY's current price of $37.45, Summit Wealth Group, LLC's estimated gain on his USHY holdings is $36,453.90, reflecting a 1.24% gain to date.
Summit Wealth Group, LLC USHY ($37.45) Holding Chart
Summit Wealth Group, LLC USHY ($37.45) 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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