RETIREMENT FINANCIAL SOLUTIONS, LLC SHYG Holdings History
RETIREMENT FINANCIAL SOLUTIONS, LLC's iShares 0-5 Year High Yield Corporate Bond ETF Holding Summary
As of 2025-03-31, RETIREMENT FINANCIAL SOLUTIONS, LLC held 208,840.00 shares of iShares 0-5 Year High Yield Corporate Bond ETF(SHYG), totaling $8.88 Mil. This investment constitutes 5.37% of their stock portfolio, and RETIREMENT FINANCIAL SOLUTIONS, LLC now holds 0.15% of the outstanding iShares 0-5 Year High Yield Corporate Bond ETF(SHYG) stock.
The initial trade took place in 2022Q4. And since then RETIREMENT FINANCIAL SOLUTIONS, LLC has made 5 purchases of SHYG, at an average price of $40.74, for a total of 402,915.00 shares. In addition, there have been 4 sales at an average price of $41.37 for 194,075.00 shares. Based on historical transaction data and SHYG's current price of $43.07, RETIREMENT FINANCIAL SOLUTIONS, LLC's estimated gain on his SHYG holdings is $607,665.79, reflecting a 3.70% gain to date.
RETIREMENT FINANCIAL SOLUTIONS, LLC SHYG ($43.07) Holding Chart
RETIREMENT FINANCIAL SOLUTIONS, LLC SHYG ($43.07) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
