David Kennon Inc SHYG Holdings History

Number of Shares
91,681.00
Current Holdings Value*
$3.96 Mil
% of Portfolio
1.48%
Total Estimate Gain
$277,474.24
% of Total Estimate Gain
3.26%

David Kennon Inc's iShares 0-5 Year High Yield Corporate Bond ETF Holding Summary

As of 2025-06-30, David Kennon Inc held 91,681.00 shares of iShares 0-5 Year High Yield Corporate Bond ETF(SHYG), totaling $3.96 Mil. This investment constitutes 1.48% of their stock portfolio, and David Kennon Inc now holds 0.06% of the outstanding iShares 0-5 Year High Yield Corporate Bond ETF(SHYG) stock.

The initial trade took place in 2023Q1. And since then David Kennon Inc has made 6 purchases of SHYG, at an average price of $40.79, for a total of 208,377.00 shares. In addition, there have been 4 sales at an average price of $41.47 for 116,696.00 shares. Based on historical transaction data and SHYG's current price of $42.94, David Kennon Inc's estimated gain on his SHYG holdings is $277,474.24, reflecting a 3.26% gain to date.

David Kennon Inc SHYG ($42.94) Holding Chart

David Kennon Inc SHYG ($42.94) 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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