Number of Shares
171,103.00
Current Holdings Value*
$7.34 Mil
% of Portfolio
2.61%
Total Estimate Gain
$394,833.76
% of Total Estimate Gain
4.85%

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

As of 2025-06-30, My Legacy Advisors, LLC held 171,103.00 shares of iShares 0-5 Year High Yield Corporate Bond ETF(SHYG), totaling $7.34 Mil. This investment constitutes 2.61% of their stock portfolio, and My Legacy 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 2022Q4. And since then My Legacy Advisors, LLC has made 9 purchases of SHYG, at an average price of $40.84, for a total of 199,504.00 shares. In addition, there have been 2 sales at an average price of $42.38 for 28,401.00 shares. Based on historical transaction data and SHYG's current price of $42.89, My Legacy Advisors, LLC's estimated gain on his SHYG holdings is $394,833.76, reflecting a 4.85% gain to date.

My Legacy Advisors, LLC SHYG ($42.89) Holding Chart

My Legacy Advisors, LLC SHYG ($42.89) 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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