Number of Shares
318,044.00
Current Holdings Value*
$14.60 Mil
% of Portfolio
3.49%
Total Estimate Gain
$650,985.28
% of Total Estimate Gain
4.53%

Cornerstone Planning Group LLC's iShares High Yield Systematic Bond ETF Holding Summary

As of 2025-03-31, Cornerstone Planning Group LLC held 318,044.00 shares of iShares High Yield Systematic Bond ETF(HYDB), totaling $14.60 Mil. This investment constitutes 3.49% of their stock portfolio, and Cornerstone Planning Group LLC now holds 0.92% of the outstanding iShares High Yield Systematic Bond ETF(HYDB) stock.

The initial trade took place in 2023Q4. And since then Cornerstone Planning Group LLC has made 6 purchases of HYDB, at an average price of $45.20, for a total of 318,044.00 shares. Based on historical transaction data and HYDB's current price of $47.25, Cornerstone Planning Group LLC's estimated gain on his HYDB holdings is $650,985.28, reflecting a 4.53% gain to date.

Cornerstone Planning Group LLC HYDB ($47.25) Holding Chart

Cornerstone Planning Group LLC HYDB ($47.25) 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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