Financial Gravity Asset Management, Inc. SHYG Holdings History
Financial Gravity Asset Management, Inc.'s iShares 0-5 Year High Yield Corporate Bond ETF Holding Summary
As of 2025-03-31, Financial Gravity Asset Management, Inc. held 441,866.00 shares of iShares 0-5 Year High Yield Corporate Bond ETF(SHYG), totaling $18.79 Mil. This investment constitutes 4.55% of their stock portfolio, and Financial Gravity Asset Management, Inc. now holds 0.31% of the outstanding iShares 0-5 Year High Yield Corporate Bond ETF(SHYG) stock.
The initial trade took place in 2019Q1. And since then Financial Gravity Asset Management, Inc. has made 14 purchases of SHYG, at an average price of $41.58, for a total of 5.94 Mil shares. In addition, there have been 8 sales at an average price of $42.33 for 5.50 Mil shares. Based on historical transaction data and SHYG's current price of $42.87, Financial Gravity Asset Management, Inc.'s estimated gain on his SHYG holdings is $4.66 Mil, reflecting a 1.89% gain to date.
Financial Gravity Asset Management, Inc. SHYG ($42.87) Holding Chart
Financial Gravity Asset Management, Inc. SHYG ($42.87) 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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