Venturi Wealth Management, LLC USHY Holdings History
Venturi Wealth Management, LLC's iShares Broad USD High Yield Corporate Bond ETF Holding Summary
As of 2025-06-30, Venturi Wealth Management, LLC held 1.35 Mil shares of iShares Broad USD High Yield Corporate Bond ETF(USHY), totaling $50.61 Mil. This investment constitutes 2.5% of their stock portfolio, and Venturi Wealth Management, LLC now holds 0.2% of the outstanding iShares Broad USD High Yield Corporate Bond ETF(USHY) stock.
The initial trade took place in 2022Q4. And since then Venturi Wealth Management, LLC has made 7 purchases of USHY, at an average price of $35.92, for a total of 3.74 Mil shares. In addition, there have been 4 sales at an average price of $36.49 for 2.39 Mil shares. Based on historical transaction data and USHY's current price of $37.46, Venturi Wealth Management, LLC's estimated gain on his USHY holdings is $3.45 Mil, reflecting a 2.57% gain to date.
Venturi Wealth Management, LLC USHY ($37.46) Holding Chart
Venturi Wealth Management, LLC USHY ($37.46) 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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