Erickson Financial Group, LLC HYG Holdings History
Erickson Financial Group, LLC's iShares iBoxx USD High Yield Corporate Bond ETF Holding Summary
As of 2025-03-31, Erickson Financial Group, LLC held 21,205.00 shares of iShares iBoxx USD High Yield Corporate Bond ETF(HYG), totaling $1.67 Mil. This investment constitutes 1.25% of their stock portfolio, and Erickson Financial Group, LLC now holds 0.01% of the outstanding iShares iBoxx USD High Yield Corporate Bond ETF(HYG) stock.
The initial trade took place in 2022Q1. And since then Erickson Financial Group, LLC has made 4 purchases of HYG, at an average price of $81.73, for a total of 72,828.00 shares. In addition, there have been 7 sales at an average price of $73.32 for 51,623.00 shares. Based on historical transaction data and HYG's current price of $79.85, Erickson Financial Group, LLC's estimated gain on his HYG holdings is $-474,070.73, reflecting a -7.96% gain to date.
Erickson Financial Group, LLC HYG ($79.85) Holding Chart
Erickson Financial Group, LLC HYG ($79.85) 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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