Number of Shares
411,869.00
Current Holdings Value*
$17.51 Mil
% of Portfolio
9.99%
Total Estimate Gain
$346,534.23
% of Total Estimate Gain
0.91%

Mader & Shannon Wealth Management, Inc.'s iShares 0-5 Year High Yield Corporate Bond ETF Holding Summary

As of 2025-03-31, Mader & Shannon Wealth Management, Inc. held 411,869.00 shares of iShares 0-5 Year High Yield Corporate Bond ETF(SHYG), totaling $17.51 Mil. This investment constitutes 9.99% of their stock portfolio, and Mader & Shannon Wealth Management, Inc. now holds 0.29% of the outstanding iShares 0-5 Year High Yield Corporate Bond ETF(SHYG) stock.

The initial trade took place in 2022Q4. And since then Mader & Shannon Wealth Management, Inc. has made 4 purchases of SHYG, at an average price of $41.63, for a total of 913,840.00 shares. In addition, there have been 2 sales at an average price of $41.24 for 501,971.00 shares. Based on historical transaction data and SHYG's current price of $42.94, Mader & Shannon Wealth Management, Inc.'s estimated gain on his SHYG holdings is $346,534.23, reflecting a 0.91% gain to date.

Mader & Shannon Wealth Management, Inc. SHYG ($42.94) Holding Chart

Mader & Shannon Wealth Management, Inc. SHYG ($42.94) 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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