Number of Shares
208,840.00
Current Holdings Value*
$8.88 Mil
% of Portfolio
5.37%
Total Estimate Gain
$603,488.99
% of Total Estimate Gain
3.68%

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 $43.05, RETIREMENT FINANCIAL SOLUTIONS, LLC's estimated gain on his SHYG holdings is $603,488.99, reflecting a 3.68% gain to date.

RETIREMENT FINANCIAL SOLUTIONS, LLC SHYG ($43.05) Holding Chart

RETIREMENT FINANCIAL SOLUTIONS, LLC SHYG ($43.05) 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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