Bernicke & Associates, LTD SHYG Holdings History
Bernicke & Associates, LTD's iShares 0-5 Year High Yield Corporate Bond ETF Holding Summary
As of 2020-06-30, Bernicke & Associates, LTD held 136,415.00 shares of iShares 0-5 Year High Yield Corporate Bond ETF(SHYG), totaling $5.85 Mil. This investment constitutes 4.37% of their stock portfolio, and Bernicke & Associates, LTD now holds 0.11% of the outstanding iShares 0-5 Year High Yield Corporate Bond ETF(SHYG) stock.
The initial trade took place in 2018Q2. And since then Bernicke & Associates, LTD has made 7 purchases of SHYG, at an average price of $46.70, for a total of 226,507.00 shares. In addition, there have been 2 sales at an average price of $44.08 for 90,092.00 shares. Based on historical transaction data and SHYG's current price of $43.05, Bernicke & Associates, LTD's estimated gain on his SHYG holdings is $-733,474.52, reflecting a -6.93% gain to date.
Bernicke & Associates, LTD SHYG ($43.05) Holding Chart
Bernicke & Associates, LTD SHYG ($43.05) 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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