BEACON FINANCIAL PLANNING, INC HYDB Holdings History
BEACON FINANCIAL PLANNING, INC's iShares High Yield Systematic Bond ETF Holding Summary
As of 2025-03-31, BEACON FINANCIAL PLANNING, INC held 56,757.00 shares of iShares High Yield Systematic Bond ETF(HYDB), totaling $2.67 Mil. This investment constitutes 1.54% of their stock portfolio, and BEACON FINANCIAL PLANNING, INC now holds 0.16% of the outstanding iShares High Yield Systematic Bond ETF(HYDB) stock.
The initial trade took place in 2024Q4. And since then BEACON FINANCIAL PLANNING, INC has made 2 purchases of HYDB, at an average price of $47.37, for a total of 56,757.00 shares. Based on historical transaction data and HYDB's current price of $47.07, BEACON FINANCIAL PLANNING, INC's estimated gain on his HYDB holdings is $-17,033.87, reflecting a -0.63% gain to date.
BEACON FINANCIAL PLANNING, INC HYDB ($47.07) Holding Chart
BEACON FINANCIAL PLANNING, INC HYDB ($47.07) 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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