Number of Shares
5,470.00
Current Holdings Value*
$232,610.00
% of Portfolio
0.13%
Total Estimate Gain
$-5,550.60
% of Total Estimate Gain
-1.31%

Howard Wealth Management, LLC's iShares 0-5 Year High Yield Corporate Bond ETF Holding Summary

As of 2025-03-31, Howard Wealth Management, LLC held 5,470.00 shares of iShares 0-5 Year High Yield Corporate Bond ETF(SHYG), totaling $232,610.00. This investment constitutes 0.13% of their stock portfolio, and Howard Wealth Management, LLC now holds 0% of the outstanding iShares 0-5 Year High Yield Corporate Bond ETF(SHYG) stock.

The initial trade took place in 2019Q4. And since then Howard Wealth Management, LLC has made 1 purchases of SHYG, at an average price of $44.32, for a total of 9,560.00 shares. In addition, there have been 1 sales at an average price of $45.00 for 4,090.00 shares. Based on historical transaction data and SHYG's current price of $42.80, Howard Wealth Management, LLC's estimated gain on his SHYG holdings is $-5,550.60, reflecting a -1.31% gain to date.

Howard Wealth Management, LLC SHYG ($42.80) Holding Chart

Howard Wealth Management, LLC SHYG ($42.80) 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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