Number of Shares
158,896.00
Current Holdings Value*
$6.76 Mil
% of Portfolio
4.17%
Total Estimate Gain
$249,957.61
% of Total Estimate Gain
3.73%

Little Harbor Advisors, LLC's iShares 0-5 Year High Yield Corporate Bond ETF Holding Summary

As of 2025-03-31, Little Harbor Advisors, LLC held 158,896.00 shares of iShares 0-5 Year High Yield Corporate Bond ETF(SHYG), totaling $6.76 Mil. This investment constitutes 4.17% of their stock portfolio, and Little Harbor Advisors, LLC now holds 0.11% of the outstanding iShares 0-5 Year High Yield Corporate Bond ETF(SHYG) stock.

The initial trade took place in 2023Q4. And since then Little Harbor Advisors, LLC has made 3 purchases of SHYG, at an average price of $41.43, for a total of 161,683.00 shares. In addition, there have been 1 sales at an average price of $42.33 for 2,787.00 shares. Based on historical transaction data and SHYG's current price of $42.99, Little Harbor Advisors, LLC's estimated gain on his SHYG holdings is $249,957.61, reflecting a 3.73% gain to date.

Little Harbor Advisors, LLC SHYG ($42.99) Holding Chart

Little Harbor Advisors, LLC SHYG ($42.99) 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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