Number of Shares
104,684.00
Current Holdings Value*
$8.44 Mil
% of Portfolio
1.44%
Total Estimate Gain
$835,775.10
% of Total Estimate Gain
4.43%

USA FINANCIAL FORMULAS's iShares iBoxx USD High Yield Corporate Bond ETF Holding Summary

As of 2025-06-30, USA FINANCIAL FORMULAS held 104,684.00 shares of iShares iBoxx USD High Yield Corporate Bond ETF(HYG), totaling $8.44 Mil. This investment constitutes 1.44% of their stock portfolio, and USA FINANCIAL FORMULAS now holds 0.05% of the outstanding iShares iBoxx USD High Yield Corporate Bond ETF(HYG) stock.

The initial trade took place in 2020Q3. And since then USA FINANCIAL FORMULAS has made 7 purchases of HYG, at an average price of $76.40, for a total of 247,049.00 shares. In addition, there have been 6 sales at an average price of $79.23 for 142,365.00 shares. Based on historical transaction data and HYG's current price of $80.54, USA FINANCIAL FORMULAS's estimated gain on his HYG holdings is $835,775.10, reflecting a 4.43% gain to date.

USA FINANCIAL FORMULAS HYG ($80.54) Holding Chart

USA FINANCIAL FORMULAS HYG ($80.54) 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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