CBIZ Investment Advisory Services, LLC HYG Holdings History
CBIZ Investment Advisory Services, LLC's iShares iBoxx USD High Yield Corporate Bond ETF Holding Summary
As of 2025-03-31, CBIZ Investment Advisory Services, LLC held 343,853.00 shares of iShares iBoxx USD High Yield Corporate Bond ETF(HYG), totaling $27.13 Mil. This investment constitutes 1.33% of their stock portfolio, and CBIZ Investment Advisory Services, LLC now holds 0.17% of the outstanding iShares iBoxx USD High Yield Corporate Bond ETF(HYG) stock.
The initial trade took place in 2020Q2. And since then CBIZ Investment Advisory Services, LLC has made 17 purchases of HYG, at an average price of $79.96, for a total of 2.36 Mil shares. In addition, there have been 3 sales at an average price of $80.67 for 2.02 Mil shares. Based on historical transaction data and HYG's current price of $80.44, CBIZ Investment Advisory Services, LLC's estimated gain on his HYG holdings is $1.59 Mil, reflecting a 0.84% gain to date.
CBIZ Investment Advisory Services, LLC HYG ($80.44) Holding Chart
CBIZ Investment Advisory Services, LLC HYG ($80.44) 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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