Ambrus Tax-Conscious California Bond Fund SPHY Holdings History
Ambrus Tax-Conscious California Bond Fund's SPDR Portfolio High Yield Bond ETF Holding Summary
As of 2025-03-31, Ambrus Tax-Conscious California Bond Fund held 60,000.00 shares of SPDR Portfolio High Yield Bond ETF(SPHY), totaling $1.41 Mil. This investment constitutes 43.41% of their stock portfolio, and Ambrus Tax-Conscious California Bond Fund now holds 0.02% of the outstanding SPDR Portfolio High Yield Bond ETF(SPHY) stock.
The initial trade took place in 2024Q3. And since then Ambrus Tax-Conscious California Bond Fund has made 2 purchases of SPHY, at an average price of $23.61, for a total of 60,000.00 shares. Based on historical transaction data and SPHY's current price of $23.80, Ambrus Tax-Conscious California Bond Fund's estimated gain on his SPHY holdings is $11,100.00, reflecting a 0.78% gain to date.
Ambrus Tax-Conscious California Bond Fund SPHY ($23.80) Holding Chart
Ambrus Tax-Conscious California Bond Fund SPHY ($23.80) 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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