Trek Financial, LLC USHY Holdings History
Trek Financial, LLC's iShares Broad USD High Yield Corporate Bond ETF Holding Summary
As of 2025-03-31, Trek Financial, LLC held 88,427.00 shares of iShares Broad USD High Yield Corporate Bond ETF(USHY), totaling $3.25 Mil. This investment constitutes 0.24% of their stock portfolio, and Trek Financial, LLC now holds 0.02% of the outstanding iShares Broad USD High Yield Corporate Bond ETF(USHY) stock.
The initial trade took place in 2022Q4. And since then Trek Financial, LLC has made 5 purchases of USHY, at an average price of $35.06, for a total of 890,793.00 shares. In addition, there have been 5 sales at an average price of $36.35 for 802,366.00 shares. Based on historical transaction data and USHY's current price of $37.40, Trek Financial, LLC's estimated gain on his USHY holdings is $1.25 Mil, reflecting a 4.00% gain to date.
Trek Financial, LLC USHY ($37.40) Holding Chart
Trek Financial, 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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