Number of Shares
4.82 Mil
Current Holdings Value*
$204.99 Mil
% of Portfolio
6.34%
Total Estimate Gain
$6.94 Mil
% of Total Estimate Gain
3.47%

GRIMES & COMPANY, INC.'s iShares 0-5 Year High Yield Corporate Bond ETF Holding Summary

As of 2025-03-31, GRIMES & COMPANY, INC. held 4.82 Mil shares of iShares 0-5 Year High Yield Corporate Bond ETF(SHYG), totaling $204.99 Mil. This investment constitutes 6.34% of their stock portfolio, and GRIMES & COMPANY, INC. now holds 3.36% of the outstanding iShares 0-5 Year High Yield Corporate Bond ETF(SHYG) stock.

The initial trade took place in 2023Q4. And since then GRIMES & COMPANY, INC. has made 6 purchases of SHYG, at an average price of $41.50, for a total of 4.82 Mil shares. Based on historical transaction data and SHYG's current price of $42.94, GRIMES & COMPANY, INC.'s estimated gain on his SHYG holdings is $6.94 Mil, reflecting a 3.47% gain to date.

GRIMES & COMPANY, INC. SHYG ($42.94) Holding Chart

GRIMES & COMPANY, 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