Insight Wealth Strategies, LLC HYDB Holdings History
Insight Wealth Strategies, LLC's iShares High Yield Systematic Bond ETF Holding Summary
As of 2025-06-30, Insight Wealth Strategies, LLC held 461,563.00 shares of iShares High Yield Systematic Bond ETF(HYDB), totaling $21.79 Mil. This investment constitutes 2.75% of their stock portfolio, and Insight Wealth Strategies, LLC now holds 1.47% of the outstanding iShares High Yield Systematic Bond ETF(HYDB) stock.
The initial trade took place in 2024Q1. And since then Insight Wealth Strategies, LLC has made 6 purchases of HYDB, at an average price of $46.71, for a total of 461,563.00 shares. Based on historical transaction data and HYDB's current price of $47.14, Insight Wealth Strategies, LLC's estimated gain on his HYDB holdings is $195,589.63, reflecting a 0.91% gain to date.
Insight Wealth Strategies, LLC HYDB ($47.14) Holding Chart
Insight Wealth Strategies, LLC HYDB ($47.14) 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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