Number of Shares
640,052.00
Current Holdings Value*
$27.22 Mil
% of Portfolio
1.61%
Total Estimate Gain
$166,185.74
% of Total Estimate Gain
0.27%

Motley Fool Wealth Management, LLC's iShares 0-5 Year High Yield Corporate Bond ETF Holding Summary

As of 2025-03-31, Motley Fool Wealth Management, LLC held 640,052.00 shares of iShares 0-5 Year High Yield Corporate Bond ETF(SHYG), totaling $27.22 Mil. This investment constitutes 1.61% of their stock portfolio, and Motley Fool Wealth Management, LLC now holds 0.45% of the outstanding iShares 0-5 Year High Yield Corporate Bond ETF(SHYG) stock.

The initial trade took place in 2020Q4. And since then Motley Fool Wealth Management, LLC has made 10 purchases of SHYG, at an average price of $43.14, for a total of 1.44 Mil shares. In addition, there have been 8 sales at an average price of $43.40 for 801,304.00 shares. Based on historical transaction data and SHYG's current price of $43.07, Motley Fool Wealth Management, LLC's estimated gain on his SHYG holdings is $166,185.74, reflecting a 0.27% gain to date.

Motley Fool Wealth Management, LLC SHYG ($43.07) Holding Chart

Motley Fool Wealth Management, LLC SHYG ($43.07) 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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