Lionshead Wealth Management, LLC HYG Holdings History
Number of Shares
13,723.00
Current Holdings Value*
$1.08 Mil
% of Portfolio
1.12%
Total Estimate Gain
$15,452.78
% of Total Estimate Gain
0.32%
Lionshead Wealth Management, LLC's iShares iBoxx USD High Yield Corporate Bond ETF Holding Summary
As of 2025-03-31, Lionshead Wealth Management, LLC held 13,723.00 shares of iShares iBoxx USD High Yield Corporate Bond ETF(HYG), totaling $1.08 Mil. This investment constitutes 1.12% of their stock portfolio, and Lionshead Wealth Management, LLC now holds 0.01% of the outstanding iShares iBoxx USD High Yield Corporate Bond ETF(HYG) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $79.37 for 46,590.00 shares. Based on historical transaction data and HYG's current price of $80.54, Lionshead Wealth Management, LLC's estimated gain on his HYG holdings is $15,452.78, reflecting a 0.32% gain to date.
Lionshead Wealth Management, LLC HYG ($80.54) Holding Chart
Lionshead Wealth Management, LLC HYG ($80.54) 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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