New Legacy Group, LLC HYG Holdings History
Number of Shares
36,600.00
Current Holdings Value*
$2.70 Mil
% of Portfolio
7.38%
Total Estimate Gain
$-203,982.00
% of Total Estimate Gain
-6.49%
New Legacy Group, LLC's iShares iBoxx USD High Yield Corporate Bond ETF Holding Summary
As of 2023-09-30, New Legacy Group, LLC held 36,600.00 shares of iShares iBoxx USD High Yield Corporate Bond ETF(HYG), totaling $2.70 Mil. This investment constitutes 7.38% of their stock portfolio, and New Legacy Group, LLC now holds 0.02% of the outstanding iShares iBoxx USD High Yield Corporate Bond ETF(HYG) stock.
The initial trade took place in 2021Q4. And since then New Legacy Group, LLC has made 1 purchases of HYG, at an average price of $85.82, for a total of 36,600.00 shares. Based on historical transaction data and HYG's current price of $80.25, New Legacy Group, LLC's estimated gain on his HYG holdings is $-203,982.00, reflecting a -6.49% gain to date.
New Legacy Group, LLC HYG ($80.25) Holding Chart
New Legacy Group, LLC HYG ($80.25) 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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