PLANNING DIRECTIONS INC SHYG Holdings History
PLANNING DIRECTIONS INC's iShares 0-5 Year High Yield Corporate Bond ETF Holding Summary
As of 2025-03-31, PLANNING DIRECTIONS INC held 75,733.00 shares of iShares 0-5 Year High Yield Corporate Bond ETF(SHYG), totaling $3.22 Mil. This investment constitutes 1.38% of their stock portfolio, and PLANNING DIRECTIONS INC now holds 0.05% of the outstanding iShares 0-5 Year High Yield Corporate Bond ETF(SHYG) stock.
The initial trade took place in 2025Q1. And since then PLANNING DIRECTIONS INC has made 1 purchases of SHYG, at an average price of $42.91, for a total of 75,733.00 shares. Based on historical transaction data and SHYG's current price of $43.14, PLANNING DIRECTIONS INC's estimated gain on his SHYG holdings is $17,418.59, reflecting a 0.54% gain to date.
PLANNING DIRECTIONS INC SHYG ($43.14) Holding Chart
PLANNING DIRECTIONS INC SHYG ($43.14) 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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