Occidental Asset Management, LLC HYG Holdings History
Occidental Asset Management, LLC's iShares iBoxx USD High Yield Corporate Bond ETF Holding Summary
As of 2025-06-30, Occidental Asset Management, LLC held 208,607.00 shares of iShares iBoxx USD High Yield Corporate Bond ETF(HYG), totaling $16.82 Mil. This investment constitutes 2.32% of their stock portfolio, and Occidental Asset Management, LLC now holds 0.09% of the outstanding iShares iBoxx USD High Yield Corporate Bond ETF(HYG) stock.
The initial trade took place in 2014Q2. And since then Occidental Asset Management, LLC has made 18 purchases of HYG, at an average price of $79.10, for a total of 299,363.00 shares. In addition, there have been 6 sales at an average price of $77.05 for 90,756.00 shares. Based on historical transaction data and HYG's current price of $80.51, Occidental Asset Management, LLC's estimated gain on his HYG holdings is $107,969.64, reflecting a 0.46% gain to date.
Occidental Asset Management, LLC HYG ($80.51) Holding Chart
Occidental Asset Management, LLC HYG ($80.51) 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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