Kiely Wealth Advisory Group, Inc. SHYG Holdings History
Kiely Wealth Advisory Group, Inc.'s iShares 0-5 Year High Yield Corporate Bond ETF Holding Summary
As of 2024-12-31, Kiely Wealth Advisory Group, Inc. held 182,476.00 shares of iShares 0-5 Year High Yield Corporate Bond ETF(SHYG), totaling $7.85 Mil. This investment constitutes 5.05% of their stock portfolio, and Kiely Wealth Advisory Group, Inc. now holds 0.12% of the outstanding iShares 0-5 Year High Yield Corporate Bond ETF(SHYG) stock.
The initial trade took place in 2024Q3. And since then Kiely Wealth Advisory Group, Inc. has made 2 purchases of SHYG, at an average price of $42.76, for a total of 182,476.00 shares. Based on historical transaction data and SHYG's current price of $43.05, Kiely Wealth Advisory Group, Inc.'s estimated gain on his SHYG holdings is $52,604.07, reflecting a 0.67% gain to date.
Kiely Wealth Advisory Group, Inc. SHYG ($43.05) Holding Chart
Kiely Wealth Advisory Group, Inc. SHYG ($43.05) 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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