Olde Wealth Management, LLC HYXF Holdings History
Olde Wealth Management, LLC's iShares iBoxx $ High Yield ex Oil & Gas Corporate Holding Summary
As of 2025-03-31, Olde Wealth Management, LLC held 60,739.00 shares of iShares iBoxx $ High Yield ex Oil & Gas Corporate(HYXF), totaling $2.81 Mil. This investment constitutes 0.99% of their stock portfolio, and Olde Wealth Management, LLC now holds 1.62% of the outstanding iShares iBoxx $ High Yield ex Oil & Gas Corporate(HYXF) stock.
The initial trade took place in 2022Q3. And since then Olde Wealth Management, LLC has made 9 purchases of HYXF, at an average price of $44.45, for a total of 96,567.00 shares. In addition, there have been 2 sales at an average price of $46.22 for 35,828.00 shares. Based on historical transaction data and HYXF's current price of $47.12, Olde Wealth Management, LLC's estimated gain on his HYXF holdings is $225,857.67, reflecting a 5.26% gain to date.
Olde Wealth Management, LLC HYXF ($47.12) Holding Chart
Olde Wealth Management, LLC HYXF ($47.12) 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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