David Kennon Inc SHYG Holdings History
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 % |
Top Ranked Articles
- 1