Number of Shares
456,706.00
Current Holdings Value*
$21.51 Mil
% of Portfolio
4.21%
Total Estimate Gain
$-22,835.30
% of Total Estimate Gain
-0.11%

STRATEGIC PLANNING GROUP, LLC's iShares High Yield Systematic Bond ETF Holding Summary

As of 2025-03-31, STRATEGIC PLANNING GROUP, LLC held 456,706.00 shares of iShares High Yield Systematic Bond ETF(HYDB), totaling $21.51 Mil. This investment constitutes 4.21% of their stock portfolio, and STRATEGIC PLANNING GROUP, LLC now holds 1.3% of the outstanding iShares High Yield Systematic Bond ETF(HYDB) stock.

The initial trade took place in 2025Q1. And since then STRATEGIC PLANNING GROUP, LLC has made 1 purchases of HYDB, at an average price of $47.34, for a total of 456,706.00 shares. Based on historical transaction data and HYDB's current price of $47.29, STRATEGIC PLANNING GROUP, LLC's estimated gain on his HYDB holdings is $-22,835.30, reflecting a -0.11% gain to date.

STRATEGIC PLANNING GROUP, LLC HYDB ($47.29) Holding Chart

STRATEGIC PLANNING GROUP, LLC HYDB ($47.29) 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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