Outlook Wealth Advisors, LLC HYDB Holdings History
Outlook Wealth Advisors, LLC's iShares High Yield Systematic Bond ETF Holding Summary
As of 2025-03-31, Outlook Wealth Advisors, LLC held 287,863.00 shares of iShares High Yield Systematic Bond ETF(HYDB), totaling $13.56 Mil. This investment constitutes 3.77% of their stock portfolio, and Outlook Wealth Advisors, LLC now holds 0.82% of the outstanding iShares High Yield Systematic Bond ETF(HYDB) stock.
The initial trade took place in 2021Q3. And since then Outlook Wealth Advisors, LLC has made 10 purchases of HYDB, at an average price of $47.98, for a total of 508,936.00 shares. In addition, there have been 5 sales at an average price of $44.82 for 221,073.00 shares. Based on historical transaction data and HYDB's current price of $47.25, Outlook Wealth Advisors, LLC's estimated gain on his HYDB holdings is $-907,077.44, reflecting a -3.71% gain to date.
Outlook Wealth Advisors, LLC HYDB ($47.25) Holding Chart
Outlook Wealth Advisors, LLC HYDB ($47.25) 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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