Number of Shares
38,368.00
Current Holdings Value*
$3.03 Mil
% of Portfolio
1.48%
Total Estimate Gain
$33,763.84
% of Total Estimate Gain
1.11%

SFG Wealth Management, LLC.'s iShares iBoxx USD High Yield Corporate Bond ETF Holding Summary

As of 2025-03-31, SFG Wealth Management, LLC. held 38,368.00 shares of iShares iBoxx USD High Yield Corporate Bond ETF(HYG), totaling $3.03 Mil. This investment constitutes 1.48% of their stock portfolio, and SFG Wealth Management, LLC. now holds 0.02% of the outstanding iShares iBoxx USD High Yield Corporate Bond ETF(HYG) stock.

The initial trade took place in 2025Q1. And since then SFG Wealth Management, LLC. has made 1 purchases of HYG, at an average price of $79.37, for a total of 38,368.00 shares. Based on historical transaction data and HYG's current price of $80.25, SFG Wealth Management, LLC.'s estimated gain on his HYG holdings is $33,763.84, reflecting a 1.11% gain to date.

SFG Wealth Management, LLC. HYG ($80.25) Holding Chart

SFG Wealth Management, LLC. HYG ($80.25) 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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