Advisors Capital Tactical Fixed Income Fund SHYG Holdings History
Advisors Capital Tactical Fixed Income Fund's iShares 0-5 Year High Yield Corporate Bond ETF Holding Summary
As of 2025-03-31, NEIMAN FUNDS held 305,600.00 shares of iShares 0-5 Year High Yield Corporate Bond ETF(SHYG), totaling $12.99 Mil. This investment constitutes 10.16% of their stock portfolio, and NEIMAN FUNDS now holds 0.2% of the outstanding iShares 0-5 Year High Yield Corporate Bond ETF(SHYG) stock.
The initial trade took place in 2021Q1. And since then Advisors Capital Tactical Fixed Income Fund has made 14 purchases of SHYG, at an average price of $42.01, for a total of 310,140.00 shares. In addition, there have been 1 sales at an average price of $41.75 for 4,540.00 shares. Based on historical transaction data and SHYG's current price of $43.07, Advisors Capital Tactical Fixed Income Fund's estimated gain on his SHYG holdings is $322,277.10, reflecting a 2.47% gain to date.
Advisors Capital Tactical Fixed Income Fund SHYG ($43.07) Holding Chart
Advisors Capital Tactical Fixed Income Fund SHYG ($43.07) 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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