Number of Shares
17,031.00
Current Holdings Value*
$1.34 Mil
% of Portfolio
1.24%
Total Estimate Gain
$14,224.58
% of Total Estimate Gain
1.05%

Copia Wealth Management's iShares iBoxx USD High Yield Corporate Bond ETF Holding Summary

As of 2025-03-31, Copia Wealth Management held 17,031.00 shares of iShares iBoxx USD High Yield Corporate Bond ETF(HYG), totaling $1.34 Mil. This investment constitutes 1.24% of their stock portfolio, and Copia Wealth Management now holds 0.01% of the outstanding iShares iBoxx USD High Yield Corporate Bond ETF(HYG) stock.

The initial trade took place in 2024Q4. And since then Copia Wealth Management has made 1 purchases of HYG, at an average price of $79.37, for a total of 17,031.00 shares. Based on historical transaction data and HYG's current price of $80.21, Copia Wealth Management's estimated gain on his HYG holdings is $14,224.58, reflecting a 1.05% gain to date.

Copia Wealth Management HYG ($80.21) Holding Chart

Copia Wealth Management HYG ($80.21) 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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