Number of Shares
34,635.00
Current Holdings Value*
$772,710.00
% of Portfolio
0.23%
Total Estimate Gain
$23,898.15
% of Total Estimate Gain
3.11%

Gradient Capital Advisors, LLC's iShares High Yield Muni Income Active ETF Holding Summary

As of 2025-06-30, Gradient Capital Advisors, LLC held 34,635.00 shares of iShares High Yield Muni Income Active ETF(HYMU), totaling $772,710.00. This investment constitutes 0.23% of their stock portfolio, and Gradient Capital Advisors, LLC now holds 0.27% of the outstanding iShares High Yield Muni Income Active ETF(HYMU) stock.

The initial trade took place in 2025Q2. And since then Gradient Capital Advisors, LLC has made 1 purchases of HYMU, at an average price of $22.18, for a total of 34,635.00 shares. Based on historical transaction data and HYMU's current price of $22.87, Gradient Capital Advisors, LLC's estimated gain on his HYMU holdings is $23,898.15, reflecting a 3.11% gain to date.

Gradient Capital Advisors, LLC HYMU ($22.87) Holding Chart

Gradient Capital Advisors, LLC HYMU ($22.87) 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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