Future Financial Wealth Managment LLC SHYG Holdings History
Future Financial Wealth Managment LLC's iShares 0-5 Year High Yield Corporate Bond ETF Holding Summary
As of 2025-03-31, Future Financial Wealth Managment LLC held 66,924.00 shares of iShares 0-5 Year High Yield Corporate Bond ETF(SHYG), totaling $2.85 Mil. This investment constitutes 2.09% of their stock portfolio, and Future Financial Wealth Managment LLC now holds 0.04% of the outstanding iShares 0-5 Year High Yield Corporate Bond ETF(SHYG) stock.
The initial trade took place in 2024Q3. And since then Future Financial Wealth Managment LLC has made 3 purchases of SHYG, at an average price of $42.75, for a total of 66,924.00 shares. Based on historical transaction data and SHYG's current price of $43.14, Future Financial Wealth Managment LLC's estimated gain on his SHYG holdings is $26,351.02, reflecting a 0.92% gain to date.
Future Financial Wealth Managment LLC SHYG ($43.14) Holding Chart
Future Financial Wealth Managment LLC SHYG ($43.14) 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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