Number of Shares
202,633.00
Current Holdings Value*
$15.99 Mil
% of Portfolio
5.8%
Total Estimate Gain
$617,855.54
% of Total Estimate Gain
2.77%

Prudent Man Advisors, LLC's iShares iBoxx USD High Yield Corporate Bond ETF Holding Summary

As of 2025-03-31, Prudent Man Advisors, LLC held 202,633.00 shares of iShares iBoxx USD High Yield Corporate Bond ETF(HYG), totaling $15.99 Mil. This investment constitutes 5.8% of their stock portfolio, and Prudent Man Advisors, LLC now holds 0.11% of the outstanding iShares iBoxx USD High Yield Corporate Bond ETF(HYG) stock.

The initial trade took place in 2020Q2. And since then Prudent Man Advisors, LLC has made 14 purchases of HYG, at an average price of $77.91, for a total of 286,188.00 shares. In addition, there have been 5 sales at an average price of $79.15 for 83,555.00 shares. Based on historical transaction data and HYG's current price of $80.44, Prudent Man Advisors, LLC's estimated gain on his HYG holdings is $617,855.54, reflecting a 2.77% gain to date.

Prudent Man Advisors, LLC HYG ($80.44) Holding Chart

Prudent Man Advisors, LLC HYG ($80.44) 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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