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Ishares Tr broad usd high shares owned by Summit Wealth Group

Quarter-by-quarter ownership of Ishares Tr broad usd high (USHY) shares owned by Summit Wealth Group from 13F filings

Historical chart of Summit Wealth Group investment in Ishares Tr broad usd high

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All positions including Ishares Tr broad usd high held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr broad usd high by Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 355k 37.78
2025-06-30 $13M 337k 37.51
2025-03-31 $1.1M 31k 36.81
2024-12-31 $344k 9.3k 36.80
2023-03-31 $1.0k 52k 0.02