Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$157,623.17
% of Total Estimate Gain
3.57%

Roundview Capital LLC's iShares 0-5 Year High Yield Corporate Bond ETF Holding Summary

As of 2025-03-31, Roundview Capital LLC held - shares of iShares 0-5 Year High Yield Corporate Bond ETF(SHYG), totaling N/A. This investment constitutes 0% of their stock portfolio, and Roundview Capital LLC now holds 0% of the outstanding iShares 0-5 Year High Yield Corporate Bond ETF(SHYG) stock.

The initial trade took place in 2022Q2. And since then Roundview Capital LLC has made 5 purchases of SHYG, at an average price of $41.15, for a total of 107,415.00 shares. In addition, there have been 7 sales at an average price of $42.62 for 107,415.00 shares. Based on historical transaction data and SHYG's current price of $42.93, Roundview Capital LLC's estimated gain on his SHYG holdings is $157,623.17, reflecting a 3.57% gain to date.

Roundview Capital LLC SHYG ($42.93) Holding Chart

Roundview Capital LLC SHYG ($42.93) 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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