Caldwell Trust CO Ishares Tr Broad Usd High Yiel Transaction History

Caldwell Trust CO

  • $1.07 Trillion
  • Q3 2025

A detailed history of Caldwell Trust CO transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Caldwell Trust CO holds 1,341 shares of USHY stock, worth $50,059. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,341
Previous 181 640.88%
Holding current value
$50,059
Previous $6.79 Million 646.25%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$37.14 - $37.85 $43,082 - $43,906
1,160 Added 640.88%
1,341 $50.7 Million
Q2 2025

Sep 22, 2025
BUY
$35.3 - $37.51 $6,389 - $6,789
181 New
181 $6.79 Million
Q4 2024

Sep 24, 2025
BUY
$36.54 - $37.53 $14,323 - $14,711
392 Added 98.0%
792 $29.1 Million
Q3 2024

Sep 24, 2025
BUY
$36.06 - $37.66 $7,897 - $8,247
219 Added 120.99%
400 $15.1 Million

Others Institutions Holding USHY

# of Institutions
644
Shares Held
557M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR BROAD USD HIGH YIEL

USHY Quotes by TradingView
  • Ticker USHY
  • Sector ETFs
  • Industry ETFs
More about USHY
Track This Portfolio

Track Caldwell Trust CO Portfolio

Follow Caldwell Trust CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caldwell Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Trust CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email